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 | $7,727 | $100,773-92.3% | $88,946-91.3% | $142,382-94.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.77% | 70.18%-45.4pp | 57.82%-33.0pp | 217.08%-192.3pp |
| Employer contribution / active EE | $905 | $2,918-69.0% | $2,555-64.6% | $4,299-79.0% |
| Participant deferral / active EE | $5,447 | $5,230+4.1% | $4,581+18.9% | $6,507-16.3% |
| Admin fee / account holder | $919 | $9,693-90.5% | $8,261-88.9% | $12,624-92.7% |