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 5-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 | $28,269 | $106,584-73.5% | $101,326-72.1% | $142,382-80.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.50% | 36.93%-23.4pp | 36.82%-23.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $15,849 | $3,956+300.6% | $3,665+332.4% | $4,299+268.7% |
| Participant deferral / active EE | $21,937 | $8,297+164.4% | $7,994+174.4% | $6,507+237.1% |
| Admin fee / account holder | $21,130 | $11,446+84.6% | $11,185+88.9% | $12,624+67.4% |