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 | $39,011 | $111,535-65.0% | $105,223-62.9% | $137,256-71.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.64% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,688 | $3,939-57.2% | $3,689-54.2% | $4,156-59.4% |
| Participant deferral / active EE | $4,220 | $5,500-23.3% | $5,072-16.8% | $6,407-34.1% |
| Admin fee / account holder | $461 | $9,721-95.3% | $8,859-94.8% | $12,270-96.2% |