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 | $15,108 | $154,365-90.2% | $130,231-88.4% | $139,434-89.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 21.25% | 30.34%-9.1pp | 38.77%-17.5pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,345 | $5,170-54.6% | $4,126-43.2% | $4,751-50.6% |
| Participant deferral / active EE | $6,744 | $8,498-20.6% | $6,799-0.8% | $6,710+0.5% |
| Admin fee / account holder | $730 | $9,214-92.1% | $6,020-87.9% | $11,403-93.6% |