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 | $19,728 | $126,574-84.4% | $106,213-81.4% | $145,922-86.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.74% | 224.79%-213.0pp | 116.14%-104.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,115 | $3,730-16.5% | $3,171-1.8% | $4,660-33.1% |
| Participant deferral / active EE | $1,993 | $5,724-65.2% | $5,016-60.3% | $6,688-70.2% |
| Admin fee / account holder | $1,501 | $17,304-91.3% | $11,033-86.4% | $13,397-88.8% |