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 | $43,166 | $132,634-67.5% | $115,768-62.7% | $137,256-68.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 22.31% | 160.70%-138.4pp | 100.46%-78.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $6,113 | $3,360+82.0% | $2,940+107.9% | $4,156+47.1% |
| Participant deferral / active EE | $15,622 | $5,619+178.0% | $4,917+217.7% | $6,407+143.8% |
| Admin fee / account holder | $9,126 | $15,028-39.3% | $12,439-26.6% | $12,270-25.6% |