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 | $15,356 | $95,266-83.9% | $82,389-81.4% | $142,382-89.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 23.77% | 25.74%-2.0pp | 28.67%-4.9pp | 217.08%-193.3pp |
| Employer contribution / active EE | $3,179 | $2,991+6.3% | $2,517+26.3% | $4,299-26.1% |
| Participant deferral / active EE | $9,953 | $4,809+107.0% | $4,155+139.6% | $6,507+52.9% |
| Admin fee / account holder | $3,992 | $8,563-53.4% | $7,231-44.8% | $12,624-68.4% |