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 6-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 | $12,200 | $100,970-87.9% | $96,576-87.4% | $137,256-91.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.19% | 38.16%-19.0pp | 38.47%-19.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,215 | $3,809-68.1% | $3,553-65.8% | $4,156-70.8% |
| Participant deferral / active EE | $8,240 | $8,286-0.6% | $7,956+3.6% | $6,407+28.6% |
| Admin fee / account holder | $632 | $11,312-94.4% | $11,381-94.4% | $12,270-94.9% |