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 | $16,305 | $111,814-85.4% | $93,654-82.6% | $145,959-88.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.71% | 203.30%-193.6pp | 133.34%-123.6pp | 561.95%-552.2pp |
| Employer contribution / active EE | $1,555 | $3,092-49.7% | $2,421-35.7% | $4,661-66.6% |
| Participant deferral / active EE | $2,353 | $4,914-52.1% | $4,413-46.7% | $6,689-64.8% |
| Admin fee / account holder | $929 | $10,246-90.9% | $8,282-88.8% | $13,398-93.1% |