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 6-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 | $46,082 | $167,484-72.5% | $151,611-69.6% | $134,475-65.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.51% | 7.80%-10.3pp | 3.33%-5.8pp | 417.96%-420.5pp |
| Employer contribution / active EE | $14,710 | $6,829+115.4% | $6,166+138.6% | $4,740+210.4% |
| Participant deferral / active EE | $9,661 | $8,986+7.5% | $8,363+15.5% | $6,400+51.0% |
| Admin fee / account holder | $424 | $13,783-96.9% | $11,616-96.3% | $11,426-96.3% |