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 | $16,485 | $114,381-85.6% | $107,525-84.7% | $142,382-88.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.37% | 242.71%-225.3pp | 181.32%-163.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,513 | $4,015-12.5% | $3,754-6.4% | $4,299-18.3% |
| Participant deferral / active EE | $9,927 | $5,564+78.4% | $5,116+94.0% | $6,507+52.5% |
| Admin fee / account holder | $132,955 | $9,860+1248.4% | $8,919+1390.7% | $12,624+953.2% |