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 | $45,808 | $165,335-72.3% | $149,696-69.4% | $158,922-71.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.17% | 348.15%-336.0pp | 276.60%-264.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,506 | $5,103-70.5% | $4,644-67.6% | $4,761-68.4% |
| Participant deferral / active EE | $10,246 | $7,181+42.7% | $6,842+49.8% | $5,982+71.3% |
| Admin fee / account holder | $21,830 | $10,807+102.0% | $9,309+134.5% | $11,246+94.1% |