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 7-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 | $30,334 | $111,535-72.8% | $105,223-71.2% | $137,256-77.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.41% | 237.85%-224.4pp | 180.65%-167.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $967 | $3,939-75.4% | $3,689-73.8% | $4,156-76.7% |
| Participant deferral / active EE | $4,602 | $5,500-16.3% | $5,072-9.3% | $6,407-28.2% |
| Admin fee / account holder | $10,510 | $9,721+8.1% | $8,859+18.6% | $12,270-14.3% |