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 4-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 | $14,088 | $72,071-80.5% | $68,368-79.4% | $137,256-89.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.30% | 353.14%-334.8pp | 292.57%-274.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,479 | $2,788-11.1% | $2,649-6.4% | $4,156-40.3% |
| Participant deferral / active EE | $3,984 | $4,410-9.7% | $4,123-3.4% | $6,407-37.8% |
| Admin fee / account holder | $907 | $5,336-83.0% | $5,150-82.4% | $12,270-92.6% |