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 | $10,823 | $101,618-89.3% | $93,063-88.4% | $137,256-92.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.01% | 223.95%-209.9pp | 34.15%-20.1pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,865 | $2,707+5.8% | $2,476+15.7% | $4,156-31.1% |
| Participant deferral / active EE | $5,557 | $4,279+29.9% | $3,958+40.4% | $6,407-13.3% |
| Admin fee / account holder | $21,713 | $6,198+250.3% | $6,033+259.9% | $12,270+77.0% |