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 | $19,582 | $114,381-82.9% | $107,525-81.8% | $142,382-86.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.98% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,385 | $4,015-65.5% | $3,754-63.1% | $4,299-67.8% |
| Participant deferral / active EE | $6,227 | $5,564+11.9% | $5,116+21.7% | $6,507-4.3% |
| Admin fee / account holder | $8,341 | $9,860-15.4% | $8,919-6.5% | $12,624-33.9% |