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 | $104,974-84.5% | $95,585-82.9% | $142,382-88.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.72% | 210.33%-196.6pp | 38.56%-24.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,548 | $2,779-8.3% | $2,527+0.9% | $4,299-40.7% |
| Participant deferral / active EE | $6,207 | $4,352+42.6% | $4,023+54.3% | $6,507-4.6% |
| Admin fee / account holder | $482 | $6,386-92.4% | $6,127-92.1% | $12,624-96.2% |