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 4-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 | $17,169 | $114,381-85.0% | $107,525-84.0% | $142,382-87.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.63% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,721 | $4,015-32.2% | $3,754-27.5% | $4,299-36.7% |
| Participant deferral / active EE | $5,392 | $5,564-3.1% | $5,116+5.4% | $6,507-17.1% |
| Admin fee / account holder | $569 | $9,860-94.2% | $8,919-93.6% | $12,624-95.5% |