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 3-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 | $17,942 | $111,754-83.9% | $103,333-82.6% | $145,922-87.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.04% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,850 | $4,212-32.3% | $3,868-26.3% | $4,660-38.8% |
| Participant deferral / active EE | $3,728 | $5,619-33.6% | $5,057-26.3% | $6,688-44.3% |
| Admin fee / account holder | $936 | $9,750-90.4% | $8,355-88.8% | $13,397-93.0% |