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 6-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 | $28,169 | $114,381-75.4% | $107,525-73.8% | $142,382-80.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.85% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,494 | $4,015-62.8% | $3,754-60.2% | $4,299-65.3% |
| Participant deferral / active EE | $3,391 | $5,564-39.1% | $5,116-33.7% | $6,507-47.9% |
| Admin fee / account holder | $1,255 | $9,860-87.3% | $8,919-85.9% | $12,624-90.1% |