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 | $21,215 | $105,931-80.0% | $81,930-74.1% | $158,922-86.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 14.02% | 38.17%-24.2pp | 29.49%-15.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,626 | $7,800-79.2% | $4,310-62.3% | $4,761-65.8% |
| Participant deferral / active EE | $5,768 | $13,003-55.6% | $7,107-18.8% | $5,982-3.6% |
| Admin fee / account holder | $991 | $8,489-88.3% | $5,158-80.8% | $11,246-91.2% |