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 | $13,121 | $114,381-88.5% | $107,525-87.8% | $142,382-90.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.90% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $7,582 | $4,015+88.9% | $3,754+102.0% | $4,299+76.4% |
| Participant deferral / active EE | $15,827 | $5,564+184.4% | $5,116+209.4% | $6,507+143.2% |
| Admin fee / account holder | $2,535 | $9,860-74.3% | $8,919-71.6% | $12,624-79.9% |