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 | $24,242 | $172,478-85.9% | $145,661-83.4% | $142,382-83.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 18.59% | 151.09%-132.5pp | 101.46%-82.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,611 | $4,899-46.7% | $4,238-38.4% | $4,299-39.3% |
| Participant deferral / active EE | $10,052 | $8,348+20.4% | $7,198+39.6% | $6,507+54.5% |
| Admin fee / account holder | $2,051 | $16,864-87.8% | $12,466-83.5% | $12,624-83.8% |