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 5-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 | $18,402 | $132,634-86.1% | $115,768-84.1% | $137,256-86.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.96% | 160.70%-141.7pp | 100.46%-81.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,740 | $3,360-48.2% | $2,940-40.8% | $4,156-58.1% |
| Participant deferral / active EE | $2,013 | $5,619-64.2% | $4,917-59.1% | $6,407-68.6% |
| Admin fee / account holder | $869 | $15,028-94.2% | $12,439-93.0% | $12,270-92.9% |