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 | $18,060 | $111,754-83.8% | $103,333-82.5% | $145,922-87.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.07% | 24.77%-5.7pp | 24.88%-5.8pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,299 | $4,212-45.4% | $3,868-40.6% | $4,660-50.7% |
| Participant deferral / active EE | $6,408 | $5,619+14.1% | $5,057+26.7% | $6,688-4.2% |
| Admin fee / account holder | $2,529 | $9,750-74.1% | $8,355-69.7% | $13,397-81.1% |