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 | $21,524 | $118,849-81.9% | $96,562-77.7% | $167,490-87.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 24.03% | 50.49%-26.5pp | 37.78%-13.8pp | 478.56%-454.5pp |
| Employer contribution / active EE | $2,111 | $3,120-32.3% | $2,356-10.4% | $4,837-56.4% |
| Participant deferral / active EE | $8,919 | $4,616+93.2% | $3,849+131.7% | $6,341+40.7% |
| Admin fee / account holder | $1,095 | $8,065-86.4% | $6,181-82.3% | $12,309-91.1% |