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 | $18,503 | $109,327-83.1% | $89,391-79.3% | $158,922-88.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.28% | 345.68%-324.4pp | 245.62%-224.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $2,286 | $3,170-27.9% | $2,586-11.6% | $4,761-52.0% |
| Participant deferral / active EE | $2,834 | $4,598-38.4% | $3,890-27.2% | $5,982-52.6% |
| Admin fee / account holder | $3,328 | $6,153-45.9% | $4,881-31.8% | $11,246-70.4% |