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 | $30,718 | $97,125-68.4% | $86,233-64.4% | $137,256-77.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.39% | 74.19%-58.8pp | 61.39%-46.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,595 | $2,841-43.9% | $2,504-36.3% | $4,156-61.6% |
| Participant deferral / active EE | $4,643 | $5,180-10.4% | $4,559+1.8% | $6,407-27.5% |
| Admin fee / account holder | $11,647 | $9,725+19.8% | $8,342+39.6% | $12,270-5.1% |