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 | $30,480 | $142,405-78.6% | $115,157-73.5% | $152,861-80.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 28.84% | 41.48%-12.6pp | 35.60%-6.8pp | 345.32%-316.5pp |
| Employer contribution / active EE | $2,002 | $4,010-50.1% | $3,179-37.0% | $4,762-58.0% |
| Participant deferral / active EE | $11,401 | $5,164+120.8% | $4,168+173.5% | $5,850+94.9% |
| Admin fee / account holder | $1,354 | $8,462-84.0% | $7,088-80.9% | $11,596-88.3% |