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 | $12,089 | $106,515-88.7% | $96,683-87.5% | $139,434-91.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 34.62% | 38.43%-3.8pp | 35.69%-1.1pp | 372.94%-338.3pp |
| Employer contribution / active EE | $2,161 | $4,103-47.3% | $3,737-42.2% | $4,751-54.5% |
| Participant deferral / active EE | $4,178 | $5,454-23.4% | $4,878-14.4% | $6,710-37.7% |
| Admin fee / account holder | $982 | $7,877-87.5% | $6,730-85.4% | $11,403-91.4% |