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 | $9,378 | $97,125-90.3% | $86,233-89.1% | $137,256-93.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.32% | 74.19%-53.9pp | 61.39%-41.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,821 | $2,841-35.9% | $2,504-27.3% | $4,156-56.2% |
| Participant deferral / active EE | $1,828 | $5,180-64.7% | $4,559-59.9% | $6,407-71.5% |
| Admin fee / account holder | $1,449 | $9,725-85.1% | $8,342-82.6% | $12,270-88.2% |