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 | $17,313 | $100,773-82.8% | $88,946-80.5% | $142,382-87.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.66% | 70.18%-44.5pp | 57.82%-32.2pp | 217.08%-191.4pp |
| Employer contribution / active EE | $2,022 | $2,918-30.7% | $2,555-20.9% | $4,299-53.0% |
| Participant deferral / active EE | $5,760 | $5,230+10.1% | $4,581+25.7% | $6,507-11.5% |
| Admin fee / account holder | $1,219 | $9,693-87.4% | $8,261-85.2% | $12,624-90.3% |