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 5-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 | $31,421 | $112,729-72.1% | $98,716-68.2% | $137,256-77.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.05% | 38.48%-23.4pp | 31.81%-16.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,091 | $2,725-60.0% | $2,279-52.1% | $4,156-73.8% |
| Participant deferral / active EE | $2,181 | $4,640-53.0% | $4,048-46.1% | $6,407-66.0% |
| Admin fee / account holder | $367 | $10,129-96.4% | $8,703-95.8% | $12,270-97.0% |