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 | $12,055 | $114,381-89.5% | $107,525-88.8% | $142,382-91.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.26% | 242.71%-225.4pp | 181.32%-164.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,614 | $4,015-34.9% | $3,754-30.3% | $4,299-39.2% |
| Participant deferral / active EE | $2,918 | $5,564-47.6% | $5,116-43.0% | $6,507-55.2% |
| Admin fee / account holder | $686 | $9,860-93.0% | $8,919-92.3% | $12,624-94.6% |