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 | $15,959 | $106,515-85.0% | $96,683-83.5% | $139,434-88.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.79% | 38.43%-18.6pp | 35.69%-15.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,196 | $4,103-46.5% | $3,737-41.2% | $4,751-53.8% |
| Participant deferral / active EE | $1,477 | $5,454-72.9% | $4,878-69.7% | $6,710-78.0% |
| Admin fee / account holder | $5,046 | $7,877-35.9% | $6,730-25.0% | $11,403-55.8% |