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 5-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 | $28,574 | $87,166-67.2% | $76,735-62.8% | $137,256-79.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.44% | 26.50%-8.1pp | 29.77%-11.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $5,800 | $2,904+99.7% | $2,454+136.3% | $4,156+39.6% |
| Participant deferral / active EE | $9,221 | $4,726+95.1% | $4,088+125.6% | $6,407+43.9% |
| Admin fee / account holder | $2,700 | $8,403-67.9% | $7,189-62.4% | $12,270-78.0% |