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 | $8,084 | $104,974-92.3% | $95,585-91.5% | $142,382-94.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 26.73% | 210.33%-183.6pp | 38.56%-11.8pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,071 | $2,779-61.4% | $2,527-57.6% | $4,299-75.1% |
| Participant deferral / active EE | $3,538 | $4,352-18.7% | $4,023-12.1% | $6,507-45.6% |
| Admin fee / account holder | $442 | $6,386-93.1% | $6,127-92.8% | $12,624-96.5% |