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 | $16,119 | $97,125-83.4% | $86,233-81.3% | $137,256-88.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.30% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,164 | $2,841-23.8% | $2,504-13.6% | $4,156-47.9% |
| Participant deferral / active EE | $4,316 | $5,180-16.7% | $4,559-5.3% | $6,407-32.6% |
| Admin fee / account holder | $467 | $9,725-95.2% | $8,342-94.4% | $12,270-96.2% |