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 | $22,838 | $115,770-80.3% | $101,248-77.4% | $158,922-85.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.35% | 56.14%-42.8pp | 46.47%-33.1pp | 302.83%-289.5pp |
| Employer contribution / active EE | $831 | $4,175-80.1% | $3,660-77.3% | $4,761-82.6% |
| Participant deferral / active EE | $1,695 | $4,957-65.8% | $4,370-61.2% | $5,982-71.7% |
| Admin fee / account holder | $1,081 | $7,245-85.1% | $5,945-81.8% | $11,246-90.4% |