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 9-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 | $14,154 | $64,307-78.0% | $57,343-75.3% | $125,391-88.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 3.71% | 25.12%-21.4pp | 24.39%-20.7pp | 282.22%-278.5pp |
| Employer contribution / active EE | $4,929 | $3,193+54.4% | $2,689+83.3% | $4,866+1.3% |
| Participant deferral / active EE | $11,000 | $3,848+185.8% | $3,162+247.8% | $5,352+105.5% |
| Admin fee / account holder | $1,808 | $5,242-65.5% | $3,356-46.1% | $9,540-81.1% |