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 | $19,017 | $104,974-81.9% | $95,585-80.1% | $142,382-86.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.96% | 210.33%-188.4pp | 38.56%-16.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,721 | $2,779-38.1% | $2,527-31.9% | $4,299-60.0% |
| Participant deferral / active EE | $7,490 | $4,352+72.1% | $4,023+86.2% | $6,507+15.1% |
| Admin fee / account holder | $373 | $6,386-94.2% | $6,127-93.9% | $12,624-97.0% |