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 | $10,205 | $101,618-90.0% | $93,063-89.0% | $137,256-92.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.59% | 223.95%-206.4pp | 34.15%-16.6pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,076 | $2,707-23.3% | $2,476-16.2% | $4,156-50.0% |
| Participant deferral / active EE | $2,144 | $4,279-49.9% | $3,958-45.8% | $6,407-66.5% |
| Admin fee / account holder | $4,011 | $6,198-35.3% | $6,033-33.5% | $12,270-67.3% |