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 | $21,406 | $109,327-80.4% | $89,391-76.1% | $158,922-86.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.92% | 345.68%-327.8pp | 245.62%-227.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,611 | $3,170-17.6% | $2,586+1.0% | $4,761-45.2% |
| Participant deferral / active EE | $3,327 | $4,598-27.7% | $3,890-14.5% | $5,982-44.4% |
| Admin fee / account holder | $633 | $6,153-89.7% | $4,881-87.0% | $11,246-94.4% |