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 | $30,589 | $97,750-68.7% | $103,464-70.4% | $145,959-79.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.67% | 25.43%-14.8pp | 23.91%-13.2pp | 561.95%-551.3pp |
| Employer contribution / active EE | $2,835 | $4,685-39.5% | $4,677-39.4% | $4,661-39.2% |
| Participant deferral / active EE | $3,783 | $6,603-42.7% | $6,624-42.9% | $6,689-43.4% |
| Admin fee / account holder | $7,845 | $12,515-37.3% | $9,410-16.6% | $13,398-41.4% |