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 | $15,306 | $111,535-86.3% | $105,223-85.5% | $137,256-88.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.26% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,215 | $3,939-43.8% | $3,689-40.0% | $4,156-46.7% |
| Participant deferral / active EE | $4,903 | $5,500-10.9% | $5,072-3.3% | $6,407-23.5% |
| Admin fee / account holder | $835 | $9,721-91.4% | $8,859-90.6% | $12,270-93.2% |