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 | $11,368 | $72,071-84.2% | $68,368-83.4% | $137,256-91.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.59% | 353.14%-334.5pp | 292.57%-274.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,627 | $2,788-41.6% | $2,649-38.6% | $4,156-60.9% |
| Participant deferral / active EE | $2,127 | $4,410-51.8% | $4,123-48.4% | $6,407-66.8% |
| Admin fee / account holder | $3,443 | $5,336-35.5% | $5,150-33.1% | $12,270-71.9% |