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 | $27,303 | $165,984-83.6% | $164,813-83.4% | $145,922-81.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.81% | 100.03%-78.2pp | 69.93%-48.1pp | 561.29%-539.5pp |
| Employer contribution / active EE | $2,130 | $5,273-59.6% | $4,341-50.9% | $4,660-54.3% |
| Participant deferral / active EE | $6,000 | $6,959-13.8% | $6,031-0.5% | $6,688-10.3% |
| Admin fee / account holder | $1,763 | $16,648-89.4% | $12,690-86.1% | $13,397-86.8% |