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 | $17,034 | $71,829-76.3% | $69,780-75.6% | $142,382-88.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 24.75% | 31.01%-6.3pp | 26.31%-1.6pp | 217.08%-192.3pp |
| Employer contribution / active EE | $2,571 | $4,385-41.4% | $4,168-38.3% | $4,299-40.2% |
| Participant deferral / active EE | $6,169 | $6,819-9.5% | $6,164+0.1% | $6,507-5.2% |
| Admin fee / account holder | $3,106 | $7,818-60.3% | $7,285-57.4% | $12,624-75.4% |