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 | $34,597 | $111,535-69.0% | $105,223-67.1% | $137,256-74.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.89% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,519 | $3,939-36.1% | $3,689-31.7% | $4,156-39.4% |
| Participant deferral / active EE | $4,174 | $5,500-24.1% | $5,072-17.7% | $6,407-34.8% |
| Admin fee / account holder | $747 | $9,721-92.3% | $8,859-91.6% | $12,270-93.9% |