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 | $114,381-91.2% | $107,525-90.7% | $142,382-92.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.35% | 242.71%-220.4pp | 181.32%-159.0pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,618 | $4,015-59.7% | $3,754-56.9% | $4,299-62.4% |
| Participant deferral / active EE | $5,984 | $5,564+7.5% | $5,116+17.0% | $6,507-8.0% |
| Admin fee / account holder | $413 | $9,860-95.8% | $8,919-95.4% | $12,624-96.7% |