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 | $16,309 | $101,618-84.0% | $93,063-82.5% | $137,256-88.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.72% | 223.95%-210.2pp | 34.15%-20.4pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,548 | $2,707-5.9% | $2,476+2.9% | $4,156-38.7% |
| Participant deferral / active EE | $6,207 | $4,279+45.1% | $3,958+56.8% | $6,407-3.1% |
| Admin fee / account holder | $482 | $6,198-92.2% | $6,033-92.0% | $12,270-96.1% |