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 | $19,268 | $118,849-83.8% | $96,562-80.0% | $167,490-88.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 38.89% | 50.49%-11.6pp | 37.78%+1.1pp | 478.56%-439.7pp |
| Employer contribution / active EE | $1,294 | $3,120-58.5% | $2,356-45.1% | $4,837-73.3% |
| Participant deferral / active EE | $13,586 | $4,616+194.3% | $3,849+253.0% | $6,341+114.2% |
| Admin fee / account holder | $611 | $8,065-92.4% | $6,181-90.1% | $12,309-95.0% |