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 | $10,505 | $97,125-89.2% | $86,233-87.8% | $137,256-92.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.48% | 74.19%-58.7pp | 61.39%-45.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $564 | $2,841-80.2% | $2,504-77.5% | $4,156-86.4% |
| Participant deferral / active EE | $853 | $5,180-83.5% | $4,559-81.3% | $6,407-86.7% |
| Admin fee / account holder | $991 | $9,725-89.8% | $8,342-88.1% | $12,270-91.9% |