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 | $9,601 | $114,381-91.6% | $107,525-91.1% | $142,382-93.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.28% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,243 | $4,015-69.1% | $3,754-66.9% | $4,299-71.1% |
| Participant deferral / active EE | $2,550 | $5,564-54.2% | $5,116-50.2% | $6,507-60.8% |
| Admin fee / account holder | $344 | $9,860-96.5% | $8,919-96.1% | $12,624-97.3% |