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 | $18,109 | $117,983-84.7% | $101,794-82.2% | $142,382-87.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.86% | 36.92%-23.1pp | 30.53%-16.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,144 | $2,773-58.7% | $2,289-50.0% | $4,299-73.4% |
| Participant deferral / active EE | $2,129 | $4,714-54.8% | $4,084-47.9% | $6,507-67.3% |
| Admin fee / account holder | $392 | $10,433-96.2% | $8,777-95.5% | $12,624-96.9% |