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 | $12,546 | $104,907-88.0% | $84,611-85.2% | $152,861-91.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.05% | 373.79%-352.7pp | 258.74%-237.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $3,822 | $3,302+15.8% | $2,652+44.1% | $4,762-19.7% |
| Participant deferral / active EE | $2,781 | $4,688-40.7% | $3,899-28.7% | $5,850-52.5% |
| Admin fee / account holder | $4,365 | $6,241-30.1% | $4,912-11.1% | $11,596-62.4% |