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 | $27,499 | $112,729-75.6% | $98,716-72.1% | $137,256-80.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.64% | 38.48%-16.8pp | 31.81%-10.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,122 | $2,725-58.8% | $2,279-50.8% | $4,156-73.0% |
| Participant deferral / active EE | $5,545 | $4,640+19.5% | $4,048+37.0% | $6,407-13.5% |
| Admin fee / account holder | $353 | $10,129-96.5% | $8,703-95.9% | $12,270-97.1% |