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 | $58,933 | $92,798-36.5% | $96,707-39.1% | $137,256-57.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 20.61% | 31.24%-10.6pp | 34.78%-14.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,000 | $4,147-3.6% | $4,191-4.6% | $4,156-3.8% |
| Participant deferral / active EE | $15,381 | $5,877+161.7% | $5,997+156.5% | $6,407+140.1% |
| Admin fee / account holder | $1,247 | $7,946-84.3% | $7,503-83.4% | $12,270-89.8% |