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 9-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 | $16,236 | $108,172-85.0% | $77,482-79.0% | $158,922-89.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 29.73% | 31.67%-1.9pp | 54.79%-25.1pp | 302.83%-273.1pp |
| Employer contribution / active EE | $4,748 | $1,325+258.4% | $986+381.3% | $4,761-0.3% |
| Participant deferral / active EE | $4,144 | $2,456+68.7% | $1,861+122.7% | $5,982-30.7% |
| Admin fee / account holder | $363 | $3,708-90.2% | $2,858-87.3% | $11,246-96.8% |