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 | $13,567 | $114,381-88.1% | $107,525-87.4% | $142,382-90.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.04% | 242.71%-220.7pp | 181.32%-159.3pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,392 | $4,015-40.4% | $3,754-36.3% | $4,299-44.4% |
| Participant deferral / active EE | $4,746 | $5,564-14.7% | $5,116-7.2% | $6,507-27.1% |
| Admin fee / account holder | $673 | $9,860-93.2% | $8,919-92.5% | $12,624-94.7% |