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 | $17,653 | $210,648-91.6% | $177,989-90.1% | $145,922-87.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.61% | 385.86%-371.2pp | 294.48%-279.9pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,961 | $4,565-57.0% | $3,949-50.3% | $4,660-57.9% |
| Participant deferral / active EE | $6,751 | $6,958-3.0% | $6,276+7.6% | $6,688+0.9% |
| Admin fee / account holder | $824 | $12,013-93.1% | $10,363-92.0% | $13,397-93.8% |