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 5-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 | $24,045 | $111,535-78.4% | $105,223-77.1% | $137,256-82.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.94% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,890 | $3,939-26.6% | $3,689-21.7% | $4,156-30.5% |
| Participant deferral / active EE | $3,837 | $5,500-30.2% | $5,072-24.4% | $6,407-40.1% |
| Admin fee / account holder | $1,473 | $9,721-84.8% | $8,859-83.4% | $12,270-88.0% |