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 | $10,028 | $104,974-90.4% | $95,585-89.5% | $142,382-93.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.40% | 210.33%-190.9pp | 38.56%-19.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,729 | $2,779-1.8% | $2,527+8.0% | $4,299-36.5% |
| Participant deferral / active EE | $6,802 | $4,352+56.3% | $4,023+69.1% | $6,507+4.5% |
| Admin fee / account holder | $5,285 | $6,386-17.2% | $6,127-13.8% | $12,624-58.1% |