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 9-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 | $22,926 | $114,381-80.0% | $107,525-78.7% | $142,382-83.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.81% | 242.71%-221.9pp | 181.32%-160.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,288 | $4,015-43.0% | $3,754-39.0% | $4,299-46.8% |
| Participant deferral / active EE | $5,452 | $5,564-2.0% | $5,116+6.6% | $6,507-16.2% |
| Admin fee / account holder | $881 | $9,860-91.1% | $8,919-90.1% | $12,624-93.0% |