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 | $26,372 | $114,381-76.9% | $107,525-75.5% | $142,382-81.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.86% | 242.71%-222.9pp | 181.32%-161.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,919 | $4,015-52.2% | $3,754-48.9% | $4,299-55.4% |
| Participant deferral / active EE | $2,907 | $5,564-47.8% | $5,116-43.2% | $6,507-55.3% |
| Admin fee / account holder | $787 | $9,860-92.0% | $8,919-91.2% | $12,624-93.8% |