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 | $18,366 | $108,919-83.1% | $100,391-81.7% | $145,922-87.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.60% | 57.88%-42.3pp | 49.20%-33.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $4,701 | $4,419+6.4% | $3,942+19.3% | $4,660+0.9% |
| Participant deferral / active EE | $7,598 | $8,445-10.0% | $8,082-6.0% | $6,688+13.6% |
| Admin fee / account holder | $3,906 | $9,689-59.7% | $7,899-50.6% | $13,397-70.8% |