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 | $33,594 | $94,338-64.4% | $100,534-66.6% | $142,382-76.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 21.85% | 29.20%-7.4pp | 32.66%-10.8pp | 217.08%-195.2pp |
| Employer contribution / active EE | $9,322 | $4,237+120.0% | $4,346+114.5% | $4,299+116.8% |
| Participant deferral / active EE | $12,763 | $5,934+115.1% | $6,144+107.7% | $6,507+96.1% |
| Admin fee / account holder | $6,295 | $8,421-25.2% | $7,654-17.8% | $12,624-50.1% |