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 | $9,472 | $74,888-87.4% | $71,209-86.7% | $142,382-93.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.48% | 345.14%-330.7pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $940 | $2,854-67.1% | $2,721-65.5% | $4,299-78.1% |
| Participant deferral / active EE | $971 | $4,454-78.2% | $4,175-76.8% | $6,507-85.1% |
| Admin fee / account holder | $5,225 | $5,568-6.2% | $5,349-2.3% | $12,624-58.6% |