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 | $22,712 | $163,101-86.1% | $136,749-83.4% | $142,382-84.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 24.16% | 27.54%-3.4pp | 24.33%-0.2pp | 217.08%-192.9pp |
| Employer contribution / active EE | $3,012 | $4,117-26.8% | $3,400-11.4% | $4,299-29.9% |
| Participant deferral / active EE | $7,949 | $5,585+42.3% | $4,692+69.4% | $6,507+22.2% |
| Admin fee / account holder | $807 | $14,318-94.4% | $11,386-92.9% | $12,624-93.6% |