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 | $10,045 | $111,535-91.0% | $105,223-90.5% | $137,256-92.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.35% | 237.85%-215.5pp | 180.65%-158.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,618 | $3,939-58.9% | $3,689-56.1% | $4,156-61.1% |
| Participant deferral / active EE | $5,984 | $5,500+8.8% | $5,072+18.0% | $6,407-6.6% |
| Admin fee / account holder | $413 | $9,721-95.8% | $8,859-95.3% | $12,270-96.6% |