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 | $11,193 | $74,888-85.1% | $71,209-84.3% | $142,382-92.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.70% | 345.14%-325.4pp | 282.51%-262.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,107 | $2,854-26.2% | $2,721-22.6% | $4,299-51.0% |
| Participant deferral / active EE | $10,297 | $4,454+131.2% | $4,175+146.6% | $6,507+58.2% |
| Admin fee / account holder | $15,109 | $5,568+171.3% | $5,349+182.5% | $12,624+19.7% |