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 | $15,533 | $97,125-84.0% | $86,233-82.0% | $137,256-88.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 30.36% | 74.19%-43.8pp | 61.39%-31.0pp | 220.34%-190.0pp |
| Employer contribution / active EE | $3,217 | $2,841+13.2% | $2,504+28.5% | $4,156-22.6% |
| Participant deferral / active EE | $6,314 | $5,180+21.9% | $4,559+38.5% | $6,407-1.5% |
| Admin fee / account holder | $350 | $9,725-96.4% | $8,342-95.8% | $12,270-97.1% |