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 | $23,355 | $106,515-78.1% | $96,683-75.8% | $139,434-83.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.00% | 38.43%-19.4pp | 35.69%-16.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,151 | $4,103-72.0% | $3,737-69.2% | $4,751-75.8% |
| Participant deferral / active EE | $8,516 | $5,454+56.1% | $4,878+74.6% | $6,710+26.9% |
| Admin fee / account holder | $621 | $7,877-92.1% | $6,730-90.8% | $11,403-94.6% |