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 | $14,199 | $114,381-87.6% | $107,525-86.8% | $142,382-90.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.00% | 242.71%-218.7pp | 181.32%-157.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $2,903 | $4,015-27.7% | $3,754-22.7% | $4,299-32.5% |
| Participant deferral / active EE | $5,049 | $5,564-9.3% | $5,116-1.3% | $6,507-22.4% |
| Admin fee / account holder | $1,578 | $9,860-84.0% | $8,919-82.3% | $12,624-87.5% |