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 | $9,484 | $97,125-90.2% | $86,233-89.0% | $137,256-93.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.33% | 74.19%-62.9pp | 61.39%-50.1pp | 220.34%-209.0pp |
| Employer contribution / active EE | $7,488 | $2,841+163.5% | $2,504+199.0% | $4,156+80.2% |
| Participant deferral / active EE | $13,504 | $5,180+160.7% | $4,559+196.2% | $6,407+110.8% |
| Admin fee / account holder | $9,355 | $9,725-3.8% | $8,342+12.1% | $12,270-23.8% |