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 | $20,877 | $105,126-80.1% | $94,646-77.9% | $139,434-85.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.27% | 38.03%-20.8pp | 156.71%-139.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $4,174 | $4,106+1.7% | $3,672+13.7% | $4,751-12.1% |
| Participant deferral / active EE | $5,478 | $7,599-27.9% | $7,418-26.2% | $6,710-18.4% |
| Admin fee / account holder | $3,041 | $8,984-66.1% | $7,231-57.9% | $11,403-73.3% |