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 | $36,446 | $117,983-69.1% | $101,794-64.2% | $142,382-74.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 25.71% | 36.92%-11.2pp | 30.53%-4.8pp | 217.08%-191.4pp |
| Employer contribution / active EE | $4,514 | $2,773+62.8% | $2,289+97.2% | $4,299+5.0% |
| Participant deferral / active EE | $10,965 | $4,714+132.6% | $4,084+168.5% | $6,507+68.5% |
| Admin fee / account holder | $882 | $10,433-91.5% | $8,777-90.0% | $12,624-93.0% |