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 | $11,583 | $111,754-89.6% | $103,333-88.8% | $145,922-92.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 57.68% | 24.77%+32.9pp | 24.88%+32.8pp | 561.29%-503.6pp |
| Employer contribution / active EE | $2,644 | $4,212-37.2% | $3,868-31.7% | $4,660-43.3% |
| Participant deferral / active EE | $8,980 | $5,619+59.8% | $5,057+77.6% | $6,688+34.3% |
| Admin fee / account holder | $1,043 | $9,750-89.3% | $8,355-87.5% | $13,397-92.2% |