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 4-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 | $15,440 | $106,515-85.5% | $96,683-84.0% | $139,434-88.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 30.21% | 38.43%-8.2pp | 35.69%-5.5pp | 372.94%-342.7pp |
| Employer contribution / active EE | $3,106 | $4,103-24.3% | $3,737-16.9% | $4,751-34.6% |
| Participant deferral / active EE | $7,644 | $5,454+40.2% | $4,878+56.7% | $6,710+13.9% |
| Admin fee / account holder | $630 | $7,877-92.0% | $6,730-90.6% | $11,403-94.5% |