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 | $28,909 | $127,065-77.2% | $113,168-74.5% | $142,382-79.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.47% | 24.03%-6.6pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,419 | $3,442-29.7% | $2,975-18.7% | $4,299-43.7% |
| Participant deferral / active EE | $4,637 | $5,716-18.9% | $5,107-9.2% | $6,507-28.7% |
| Admin fee / account holder | $532 | $15,736-96.6% | $12,068-95.6% | $12,624-95.8% |