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 | $28,608 | $109,982-74.0% | $97,226-70.6% | $145,922-80.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.90% | 242.90%-230.0pp | 75.13%-62.2pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,626 | $3,084-14.8% | $2,729-3.8% | $4,660-43.6% |
| Participant deferral / active EE | $4,905 | $4,676+4.9% | $4,264+15.0% | $6,688-26.7% |
| Admin fee / account holder | $420 | $6,221-93.3% | $5,654-92.6% | $13,397-96.9% |