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 | $19,459 | $111,535-82.6% | $105,223-81.5% | $137,256-85.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.49% | 237.85%-217.4pp | 180.65%-160.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,963 | $3,939-24.8% | $3,689-19.7% | $4,156-28.7% |
| Participant deferral / active EE | $3,768 | $5,500-31.5% | $5,072-25.7% | $6,407-41.2% |
| Admin fee / account holder | $1,207 | $9,721-87.6% | $8,859-86.4% | $12,270-90.2% |