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 | $89,414 | $95,266-6.1% | $82,389+8.5% | $142,382-37.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.95% | 25.74%-7.8pp | 28.67%-10.7pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,546 | $2,991-14.9% | $2,517+1.1% | $4,299-40.8% |
| Participant deferral / active EE | $6,646 | $4,809+38.2% | $4,155+60.0% | $6,507+2.1% |
| Admin fee / account holder | $488 | $8,563-94.3% | $7,231-93.2% | $12,624-96.1% |