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 | $77,414 | $114,381-32.3% | $107,525-28.0% | $142,382-45.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.96% | 242.71%-221.7pp | 181.32%-160.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,956 | $4,015-51.3% | $3,754-47.9% | $4,299-54.5% |
| Participant deferral / active EE | $8,992 | $5,564+61.6% | $5,116+75.8% | $6,507+38.2% |
| Admin fee / account holder | $614 | $9,860-93.8% | $8,919-93.1% | $12,624-95.1% |