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 | $28,491 | $111,535-74.5% | $105,223-72.9% | $137,256-79.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 29.88% | 237.85%-208.0pp | 180.65%-150.8pp | 220.34%-190.5pp |
| Employer contribution / active EE | $3,172 | $3,939-19.5% | $3,689-14.0% | $4,156-23.7% |
| Participant deferral / active EE | $8,829 | $5,500+60.5% | $5,072+74.1% | $6,407+37.8% |
| Admin fee / account holder | $2,650 | $9,721-72.7% | $8,859-70.1% | $12,270-78.4% |