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 | $23,858 | $74,888-68.1% | $71,209-66.5% | $142,382-83.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.98% | 345.14%-321.2pp | 282.51%-258.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $4,863 | $2,854+70.4% | $2,721+78.7% | $4,299+13.1% |
| Participant deferral / active EE | $8,733 | $4,454+96.1% | $4,175+109.2% | $6,507+34.2% |
| Admin fee / account holder | $8,781 | $5,568+57.7% | $5,349+64.2% | $12,624-30.4% |