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 | $18,552 | $114,381-83.8% | $107,525-82.7% | $142,382-87.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.63% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,414 | $4,015-39.9% | $3,754-35.7% | $4,299-43.9% |
| Participant deferral / active EE | $6,083 | $5,564+9.3% | $5,116+18.9% | $6,507-6.5% |
| Admin fee / account holder | $1,013 | $9,860-89.7% | $8,919-88.6% | $12,624-92.0% |