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 | $34,500 | $154,117-77.6% | $129,995-73.5% | $139,434-75.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.13% | 32.48%-14.3pp | -137.18%+155.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,034 | $5,289-61.5% | $4,320-52.9% | $4,751-57.2% |
| Participant deferral / active EE | $8,394 | $6,710+25.1% | $5,820+44.2% | $6,710+25.1% |
| Admin fee / account holder | $917 | $14,007-93.5% | $10,614-91.4% | $11,403-92.0% |