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 | $26,864 | $104,664-74.3% | $85,682-68.6% | $167,490-84.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.18% | 21.45%-8.3pp | 21.49%-8.3pp | 478.56%-465.4pp |
| Employer contribution / active EE | $3,611 | $3,337+8.2% | $2,618+37.9% | $4,837-25.4% |
| Participant deferral / active EE | $1,828 | $4,824-62.1% | $3,923-53.4% | $6,341-71.2% |
| Admin fee / account holder | $333 | $10,032-96.7% | $6,873-95.2% | $12,309-97.3% |