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 | $7,720 | $99,918-92.3% | $81,382-90.5% | $145,922-94.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.82% | 34.32%-14.5pp | 24.73%-4.9pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,753 | $2,978-7.6% | $2,463+11.8% | $4,660-40.9% |
| Participant deferral / active EE | $3,035 | $4,605-34.1% | $3,883-21.8% | $6,688-54.6% |
| Admin fee / account holder | $1,398 | $8,212-83.0% | $5,768-75.8% | $13,397-89.6% |