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 7-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 | $17,416 | $177,572-90.2% | $154,803-88.7% | $142,382-87.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.93% | 65.07%-50.1pp | 58.88%-44.0pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,088 | $4,810-56.6% | $4,305-51.5% | $4,299-51.4% |
| Participant deferral / active EE | $3,328 | $6,272-46.9% | $5,540-39.9% | $6,507-48.9% |
| Admin fee / account holder | $439 | $16,786-97.4% | $14,329-96.9% | $12,624-96.5% |