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 5-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 | $12,689 | $117,983-89.2% | $101,794-87.5% | $142,382-91.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.30% | 36.92%-23.6pp | 30.53%-17.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $5,420 | $2,773+95.5% | $2,289+136.8% | $4,299+26.1% |
| Participant deferral / active EE | $10,839 | $4,714+129.9% | $4,084+165.4% | $6,507+66.6% |
| Admin fee / account holder | $8,275 | $10,433-20.7% | $8,777-5.7% | $12,624-34.4% |