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 | $34,672 | $110,261-68.6% | $95,745-63.8% | $139,434-75.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.74% | 27.11%-13.4pp | 28.35%-14.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $4,984 | $3,257+53.0% | $2,835+75.8% | $4,751+4.9% |
| Participant deferral / active EE | $8,191 | $4,676+75.2% | $4,245+93.0% | $6,710+22.1% |
| Admin fee / account holder | $460 | $6,613-93.0% | $5,678-91.9% | $11,403-96.0% |