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 7-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 | $19,380 | $114,381-83.1% | $107,525-82.0% | $142,382-86.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.16% | 242.71%-224.5pp | 181.32%-163.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,534 | $4,015-61.8% | $3,754-59.1% | $4,299-64.3% |
| Participant deferral / active EE | $2,717 | $5,564-51.2% | $5,116-46.9% | $6,507-58.2% |
| Admin fee / account holder | $1,363 | $9,860-86.2% | $8,919-84.7% | $12,624-89.2% |