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 | $22,042 | $111,535-80.2% | $105,223-79.1% | $137,256-83.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.39% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,731 | $3,939-30.7% | $3,689-25.9% | $4,156-34.3% |
| Participant deferral / active EE | $3,792 | $5,500-31.1% | $5,072-25.2% | $6,407-40.8% |
| Admin fee / account holder | $1,141 | $9,721-88.3% | $8,859-87.1% | $12,270-90.7% |