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 10-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 | $19,309 | $74,888-74.2% | $71,209-72.9% | $142,382-86.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.51% | 345.14%-322.6pp | 282.51%-260.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,038 | $2,854-28.6% | $2,721-25.1% | $4,299-52.6% |
| Participant deferral / active EE | $5,372 | $4,454+20.6% | $4,175+28.7% | $6,507-17.4% |
| Admin fee / account holder | $762 | $5,568-86.3% | $5,349-85.8% | $12,624-94.0% |