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 | $10,954 | $111,754-90.2% | $103,333-89.4% | $145,922-92.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 54.04% | 24.77%+29.3pp | 24.88%+29.2pp | 561.29%-507.2pp |
| Employer contribution / active EE | $2,982 | $4,212-29.2% | $3,868-22.9% | $4,660-36.0% |
| Participant deferral / active EE | $8,012 | $5,619+42.6% | $5,057+58.4% | $6,688+19.8% |
| Admin fee / account holder | $1,544 | $9,750-84.2% | $8,355-81.5% | $13,397-88.5% |