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 6-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 | $17,583 | $100,773-82.6% | $88,946-80.2% | $142,382-87.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.74% | 70.18%-52.4pp | 57.82%-40.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,396 | $2,918-52.2% | $2,555-45.4% | $4,299-67.5% |
| Participant deferral / active EE | $5,385 | $5,230+3.0% | $4,581+17.5% | $6,507-17.2% |
| Admin fee / account holder | $1,886 | $9,693-80.5% | $8,261-77.2% | $12,624-85.1% |