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 | $19,902 | $90,348-78.0% | $75,972-73.8% | $145,922-86.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.38% | 620.88%-607.5pp | 359.55%-346.2pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,523 | $3,311-54.0% | $2,685-43.3% | $4,660-67.3% |
| Participant deferral / active EE | $4,986 | $5,162-3.4% | $4,255+17.2% | $6,688-25.4% |
| Admin fee / account holder | $908 | $8,467-89.3% | $6,467-86.0% | $13,397-93.2% |