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 | $100,773-84.6% | $88,946-82.5% | $142,382-89.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 30.36% | 70.18%-39.8pp | 57.82%-27.5pp | 217.08%-186.7pp |
| Employer contribution / active EE | $3,217 | $2,918+10.3% | $2,555+25.9% | $4,299-25.2% |
| Participant deferral / active EE | $6,314 | $5,230+20.7% | $4,581+37.8% | $6,507-3.0% |
| Admin fee / account holder | $350 | $9,693-96.4% | $8,261-95.8% | $12,624-97.2% |