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 | $18,607 | $110,257-83.1% | $96,544-80.7% | $139,434-86.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.88% | 26.32%-6.4pp | 25.84%-6.0pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,900 | $3,620-19.9% | $2,965-2.2% | $4,751-39.0% |
| Participant deferral / active EE | $3,397 | $5,548-38.8% | $4,851-30.0% | $6,710-49.4% |
| Admin fee / account holder | $1,136 | $11,591-90.2% | $8,252-86.2% | $11,403-90.0% |