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 3-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 | $11,582 | $114,381-89.9% | $107,525-89.2% | $142,382-91.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 30.08% | 242.71%-212.6pp | 181.32%-151.2pp | 217.08%-187.0pp |
| Employer contribution / active EE | $2,211 | $4,015-44.9% | $3,754-41.1% | $4,299-48.6% |
| Participant deferral / active EE | $6,099 | $5,564+9.6% | $5,116+19.2% | $6,507-6.3% |
| Admin fee / account holder | $374 | $9,860-96.2% | $8,919-95.8% | $12,624-97.0% |