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 | $11,009 | $108,172-89.8% | $77,482-85.8% | $158,922-93.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 21.84% | 31.67%-9.8pp | 54.79%-33.0pp | 302.83%-281.0pp |
| Employer contribution / active EE | $718 | $1,325-45.8% | $986-27.2% | $4,761-84.9% |
| Participant deferral / active EE | $4,426 | $2,456+80.2% | $1,861+137.8% | $5,982-26.0% |
| Admin fee / account holder | $2,071 | $3,708-44.1% | $2,858-27.5% | $11,246-81.6% |