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 | $41,688 | $97,125-57.1% | $86,233-51.7% | $137,256-69.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.58% | 74.19%-60.6pp | 61.39%-47.8pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,667 | $2,841-6.1% | $2,504+6.5% | $4,156-35.8% |
| Participant deferral / active EE | $10,225 | $5,180+97.4% | $4,559+124.3% | $6,407+59.6% |
| Admin fee / account holder | $5,399 | $9,725-44.5% | $8,342-35.3% | $12,270-56.0% |