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 5-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 | $23,574 | $126,574-81.4% | $106,213-77.8% | $145,922-83.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.71% | 224.79%-206.1pp | 116.14%-97.4pp | 561.29%-542.6pp |
| Employer contribution / active EE | $2,739 | $3,730-26.6% | $3,171-13.6% | $4,660-41.2% |
| Participant deferral / active EE | $6,127 | $5,724+7.0% | $5,016+22.1% | $6,688-8.4% |
| Admin fee / account holder | $453 | $17,304-97.4% | $11,033-95.9% | $13,397-96.6% |