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 | $35,646 | $133,922-73.4% | $116,228-69.3% | $142,382-75.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.90% | 147.76%-130.9pp | 90.06%-73.2pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,892 | $3,446-45.1% | $2,994-36.8% | $4,299-56.0% |
| Participant deferral / active EE | $6,138 | $5,672+8.2% | $4,953+23.9% | $6,507-5.7% |
| Admin fee / account holder | $364 | $14,945-97.6% | $11,989-97.0% | $12,624-97.1% |