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 | $94,800 | $114,381-17.1% | $107,525-11.8% | $142,382-33.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.38% | 242.71%-222.3pp | 181.32%-160.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,642 | $4,015-34.2% | $3,754-29.6% | $4,299-38.5% |
| Participant deferral / active EE | $18,040 | $5,564+224.2% | $5,116+252.7% | $6,507+177.2% |
| Admin fee / account holder | $4,110 | $9,860-58.3% | $8,919-53.9% | $12,624-67.4% |