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 | $24,454 | $165,335-85.2% | $149,696-83.7% | $158,922-84.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.18% | 348.15%-330.0pp | 276.60%-258.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $2,564 | $5,103-49.7% | $4,644-44.8% | $4,761-46.1% |
| Participant deferral / active EE | $4,084 | $7,181-43.1% | $6,842-40.3% | $5,982-31.7% |
| Admin fee / account holder | $789 | $10,807-92.7% | $9,309-91.5% | $11,246-93.0% |