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 8-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 | $27,455 | $149,734-81.7% | $118,925-76.9% | $158,922-82.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.37% | 19.95%-11.6pp | 35.88%-27.5pp | 302.83%-294.5pp |
| Employer contribution / active EE | $2,849 | $4,115-30.8% | $3,263-12.7% | $4,761-40.2% |
| Participant deferral / active EE | $4,733 | $5,223-9.4% | $4,265+11.0% | $5,982-20.9% |
| Admin fee / account holder | $318 | $8,603-96.3% | $6,581-95.2% | $11,246-97.2% |