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 8-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 | $21,842 | $114,381-80.9% | $107,525-79.7% | $142,382-84.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.13% | 242.71%-220.6pp | 181.32%-159.2pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,457 | $4,015-38.8% | $3,754-34.5% | $4,299-42.8% |
| Participant deferral / active EE | $7,157 | $5,564+28.6% | $5,116+39.9% | $6,507+10.0% |
| Admin fee / account holder | $1,836 | $9,860-81.4% | $8,919-79.4% | $12,624-85.5% |