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 | $20,630 | $117,841-82.5% | $102,423-79.9% | $145,922-85.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.23% | 31.65%-18.4pp | 29.32%-16.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,003 | $3,615-16.9% | $3,023-0.7% | $4,660-35.6% |
| Participant deferral / active EE | $3,579 | $5,731-37.5% | $5,053-29.2% | $6,688-46.5% |
| Admin fee / account holder | $9,087 | $13,326-31.8% | $9,451-3.8% | $13,397-32.2% |