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 | $57,366 | $133,922-57.2% | $116,228-50.6% | $142,382-59.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.28% | 147.76%-135.5pp | 90.06%-77.8pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,272 | $3,446-63.1% | $2,994-57.5% | $4,299-70.4% |
| Participant deferral / active EE | $3,663 | $5,672-35.4% | $4,953-26.1% | $6,507-43.7% |
| Admin fee / account holder | $578 | $14,945-96.1% | $11,989-95.2% | $12,624-95.4% |