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 | $117,983-76.7% | $101,794-73.0% | $142,382-80.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.64% | 36.92%-15.3pp | 30.53%-8.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,122 | $2,773-59.5% | $2,289-51.0% | $4,299-73.9% |
| Participant deferral / active EE | $5,545 | $4,714+17.6% | $4,084+35.8% | $6,507-14.8% |
| Admin fee / account holder | $353 | $10,433-96.6% | $8,777-96.0% | $12,624-97.2% |