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 | $16,035 | $100,970-84.1% | $96,576-83.4% | $137,256-88.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 71.47% | 38.16%+33.3pp | 38.47%+33.0pp | 220.34%-148.9pp |
| Employer contribution / active EE | $1,828 | $3,809-52.0% | $3,553-48.5% | $4,156-56.0% |
| Participant deferral / active EE | $2,295 | $8,286-72.3% | $7,956-71.2% | $6,407-64.2% |
| Admin fee / account holder | $3,485 | $11,312-69.2% | $11,381-69.4% | $12,270-71.6% |