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 | $7,653 | $87,166-91.2% | $76,735-90.0% | $137,256-94.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.95% | 26.50%-7.5pp | 29.77%-10.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,326 | $2,904-19.9% | $2,454-5.2% | $4,156-44.0% |
| Participant deferral / active EE | $2,725 | $4,726-42.4% | $4,088-33.3% | $6,407-57.5% |
| Admin fee / account holder | $866 | $8,403-89.7% | $7,189-88.0% | $12,270-92.9% |