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 | $21,746 | $114,381-81.0% | $107,525-79.8% | $142,382-84.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.81% | 242.71%-218.9pp | 181.32%-157.5pp | 217.08%-193.3pp |
| Employer contribution / active EE | $2,770 | $4,015-31.0% | $3,754-26.2% | $4,299-35.6% |
| Participant deferral / active EE | $8,221 | $5,564+47.7% | $5,116+60.7% | $6,507+26.3% |
| Admin fee / account holder | $1,516 | $9,860-84.6% | $8,919-83.0% | $12,624-88.0% |