See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,750 | $81,460-62.3% | $103,333-70.2% | $80,856-62.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.33% | 25.55%-8.2pp | 24.88%-7.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $8,160 | $3,105+162.8% | $3,868+111.0% | $2,755+196.2% |
| Participant deferral / active EE | $6,238 | $3,869+61.2% | $5,057+23.3% | $4,296+45.2% |
| Admin fee / account holder | $718 | $6,566-89.1% | $8,355-91.4% | $6,918-89.6% |