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 | $7,144 | $99,877-92.8% | $84,966-91.6% | $145,922-95.1% |
| Participation rate | 94.1% | 74.1%+20.0pp | 67.5%+26.6pp | 80.3%+13.8pp |
| Annual return | 207.98% | 83.76%+124.2pp | 66.38%+141.6pp | 561.29%-353.3pp |
| Employer contribution / active EE | $2,075 | $3,231-35.8% | $2,727-23.9% | $4,660-55.5% |
| Participant deferral / active EE | $3,663 | $5,291-30.8% | $4,519-18.9% | $6,688-45.2% |
| Admin fee / account holder | $6,233 | $7,248-14.0% | $6,149+1.4% | $13,397-53.5% |