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 | $20,889 | $112,729-81.5% | $98,716-78.8% | $137,256-84.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.81% | 38.48%-16.7pp | 31.81%-10.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,557 | $2,725-6.2% | $2,279+12.2% | $4,156-38.5% |
| Participant deferral / active EE | $9,012 | $4,640+94.2% | $4,048+122.6% | $6,407+40.7% |
| Admin fee / account holder | $502 | $10,129-95.0% | $8,703-94.2% | $12,270-95.9% |