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 | $15,492 | $100,970-84.7% | $96,576-84.0% | $137,256-88.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.03% | 38.16%-23.1pp | 38.47%-23.4pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,490 | $3,809-60.9% | $3,553-58.1% | $4,156-64.2% |
| Participant deferral / active EE | $2,586 | $8,286-68.8% | $7,956-67.5% | $6,407-59.6% |
| Admin fee / account holder | $1,078 | $11,312-90.5% | $11,381-90.5% | $12,270-91.2% |