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 5-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 | $22,695 | $126,574-82.1% | $106,213-78.6% | $145,922-84.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.80% | 224.79%-215.0pp | 116.14%-106.3pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,692 | $3,730-27.8% | $3,171-15.1% | $4,660-42.2% |
| Participant deferral / active EE | $7,045 | $5,724+23.1% | $5,016+40.5% | $6,688+5.3% |
| Admin fee / account holder | $6,496 | $17,304-62.5% | $11,033-41.1% | $13,397-51.5% |