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 | $22,983 | $103,376-77.8% | $87,100-73.6% | $152,861-85.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 31.36% | 28.10%+3.3pp | 28.19%+3.2pp | 345.32%-314.0pp |
| Employer contribution / active EE | $1,724 | $3,220-46.5% | $2,521-31.6% | $4,762-63.8% |
| Participant deferral / active EE | $12,228 | $4,778+155.9% | $4,049+202.0% | $5,850+109.0% |
| Admin fee / account holder | $874 | $12,205-92.8% | $7,497-88.3% | $11,596-92.5% |