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 | $9,607 | $74,888-87.2% | $71,209-86.5% | $142,382-93.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.71% | 345.14%-326.4pp | 282.51%-263.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,100 | $2,854-61.5% | $2,721-59.6% | $4,299-74.4% |
| Participant deferral / active EE | $1,838 | $4,454-58.7% | $4,175-56.0% | $6,507-71.8% |
| Admin fee / account holder | $8,334 | $5,568+49.7% | $5,349+55.8% | $12,624-34.0% |