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 | $24,826 | $228,332-89.1% | $185,823-86.6% | $158,922-84.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.99% | 40.80%-21.8pp | 35.95%-17.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $5,323 | $4,967+7.2% | $4,087+30.2% | $4,761+11.8% |
| Participant deferral / active EE | $13,143 | $6,415+104.9% | $5,632+133.4% | $5,982+119.7% |
| Admin fee / account holder | $9,104 | $11,864-23.3% | $9,500-4.2% | $11,246-19.0% |