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 | $19,575 | $104,974-81.4% | $95,585-79.5% | $142,382-86.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.58% | 210.33%-192.7pp | 38.56%-21.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,127 | $2,779-59.4% | $2,527-55.4% | $4,299-73.8% |
| Participant deferral / active EE | $3,566 | $4,352-18.1% | $4,023-11.4% | $6,507-45.2% |
| Admin fee / account holder | $1,618 | $6,386-74.7% | $6,127-73.6% | $12,624-87.2% |