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 | $46,844 | $111,754-58.1% | $103,333-54.7% | $145,922-67.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.04% | 24.77%-14.7pp | 24.88%-14.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,647 | $4,212-60.9% | $3,868-57.4% | $4,660-64.7% |
| Participant deferral / active EE | $1,647 | $5,619-70.7% | $5,057-67.4% | $6,688-75.4% |
| Admin fee / account holder | $547 | $9,750-94.4% | $8,355-93.5% | $13,397-95.9% |