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 | $29,224 | $102,382-71.5% | $147,005-80.1% | $80,874-63.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 22.21% | 134.89%-112.7pp | 418.76%-396.6pp | 35.62%-13.4pp |
| Employer contribution / active EE | $4,167 | $3,715+12.2% | $4,934-15.6% | $2,756+51.2% |
| Participant deferral / active EE | $8,840 | $6,646+33.0% | $8,070+9.5% | $4,297+105.7% |
| Admin fee / account holder | $1,060 | $7,942-86.6% | $13,006-91.8% | $6,935-84.7% |