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 | $29,996 | $95,266-68.5% | $82,389-63.6% | $142,382-78.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 22.11% | 25.74%-3.6pp | 28.67%-6.6pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,644 | $2,991+21.8% | $2,517+44.8% | $4,299-15.2% |
| Participant deferral / active EE | $5,043 | $4,809+4.9% | $4,155+21.4% | $6,507-22.5% |
| Admin fee / account holder | $1,142 | $8,563-86.7% | $7,231-84.2% | $12,624-91.0% |