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 6-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 | $30,583 | $133,922-77.2% | $116,228-73.7% | $142,382-78.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.66% | 147.76%-134.1pp | 90.06%-76.4pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,736 | $3,446-20.6% | $2,994-8.6% | $4,299-36.4% |
| Participant deferral / active EE | $8,147 | $5,672+43.6% | $4,953+64.5% | $6,507+25.2% |
| Admin fee / account holder | $12,504 | $14,945-16.3% | $11,989+4.3% | $12,624-1.0% |