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 4-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 | $23,283 | $87,166-73.3% | $76,735-69.7% | $137,256-83.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.75% | 26.50%-7.8pp | 29.77%-11.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,051 | $2,904+5.1% | $2,454+24.3% | $4,156-26.6% |
| Participant deferral / active EE | $6,445 | $4,726+36.4% | $4,088+57.7% | $6,407+0.6% |
| Admin fee / account holder | $645 | $8,403-92.3% | $7,189-91.0% | $12,270-94.7% |