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 9-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 | $24,220 | $228,332-89.4% | $185,823-87.0% | $158,922-84.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.74% | 40.80%-32.1pp | 35.95%-27.2pp | 302.83%-294.1pp |
| Employer contribution / active EE | $2,537 | $4,967-48.9% | $4,087-37.9% | $4,761-46.7% |
| Participant deferral / active EE | $1,677 | $6,415-73.9% | $5,632-70.2% | $5,982-72.0% |
| Admin fee / account holder | $375 | $11,864-96.8% | $9,500-96.1% | $11,246-96.7% |