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 | $35,924 | $114,381-68.6% | $107,525-66.6% | $142,382-74.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.58% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,740 | $4,015-31.7% | $3,754-27.0% | $4,299-36.3% |
| Participant deferral / active EE | $5,976 | $5,564+7.4% | $5,116+16.8% | $6,507-8.2% |
| Admin fee / account holder | $896 | $9,860-90.9% | $8,919-90.0% | $12,624-92.9% |