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 | $11,069 | $114,381-90.3% | $107,525-89.7% | $142,382-92.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.66% | 242.71%-227.0pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,792 | $4,015-55.4% | $3,754-52.3% | $4,299-58.3% |
| Participant deferral / active EE | $3,199 | $5,564-42.5% | $5,116-37.5% | $6,507-50.8% |
| Admin fee / account holder | $1,375 | $9,860-86.1% | $8,919-84.6% | $12,624-89.1% |