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 | $5,138 | $74,888-93.1% | $71,209-92.8% | $142,382-96.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.05% | 345.14%-322.1pp | 282.51%-259.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $933 | $2,854-67.3% | $2,721-65.7% | $4,299-78.3% |
| Participant deferral / active EE | $843 | $4,454-81.1% | $4,175-79.8% | $6,507-87.0% |
| Admin fee / account holder | $891 | $5,568-84.0% | $5,349-83.3% | $12,624-92.9% |