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 | $24,372 | $108,919-77.6% | $100,391-75.7% | $145,922-83.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.65% | 57.88%-43.2pp | 49.20%-34.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,883 | $4,419-57.4% | $3,942-52.2% | $4,660-59.6% |
| Participant deferral / active EE | $6,244 | $8,445-26.1% | $8,082-22.7% | $6,688-6.6% |
| Admin fee / account holder | $859 | $9,689-91.1% | $7,899-89.1% | $13,397-93.6% |