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 | $17,920 | $111,535-83.9% | $105,223-83.0% | $137,256-86.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.48% | 237.85%-219.4pp | 180.65%-162.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,221 | $3,939-43.6% | $3,689-39.8% | $4,156-46.6% |
| Participant deferral / active EE | $9,444 | $5,500+71.7% | $5,072+86.2% | $6,407+47.4% |
| Admin fee / account holder | $3,347 | $9,721-65.6% | $8,859-62.2% | $12,270-72.7% |