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 4-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 | $29,219 | $111,535-73.8% | $105,223-72.2% | $137,256-78.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.35% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,604 | $3,939-8.5% | $3,689-2.3% | $4,156-13.3% |
| Participant deferral / active EE | $9,126 | $5,500+65.9% | $5,072+79.9% | $6,407+42.4% |
| Admin fee / account holder | $3,235 | $9,721-66.7% | $8,859-63.5% | $12,270-73.6% |