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 6-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 | $19,009 | $111,535-83.0% | $105,223-81.9% | $137,256-86.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 56.54% | 237.85%-181.3pp | 180.65%-124.1pp | 220.34%-163.8pp |
| Employer contribution / active EE | $2,588 | $3,939-34.3% | $3,689-29.8% | $4,156-37.7% |
| Participant deferral / active EE | $3,985 | $5,500-27.5% | $5,072-21.4% | $6,407-37.8% |
| Admin fee / account holder | $2,466 | $9,721-74.6% | $8,859-72.2% | $12,270-79.9% |