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 7-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 | $26,763 | $201,272-86.7% | $184,203-85.5% | $145,922-81.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.58% | 29.00%-15.4pp | 28.81%-15.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,313 | $7,022-52.8% | $6,427-48.4% | $4,660-28.9% |
| Participant deferral / active EE | $3,828 | $9,806-61.0% | $9,131-58.1% | $6,688-42.8% |
| Admin fee / account holder | $1,081 | $16,364-93.4% | $13,901-92.2% | $13,397-91.9% |