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 | $13,097 | $97,125-86.5% | $86,233-84.8% | $137,256-90.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.68% | 74.19%-59.5pp | 61.39%-46.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,006 | $2,841-64.6% | $2,504-59.8% | $4,156-75.8% |
| Participant deferral / active EE | $1,662 | $5,180-67.9% | $4,559-63.5% | $6,407-74.1% |
| Admin fee / account holder | $329 | $9,725-96.6% | $8,342-96.1% | $12,270-97.3% |