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 7-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 | $15,910 | $102,245-84.4% | $89,340-82.2% | $137,256-88.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.12% | 21.89%-2.8pp | 20.57%-1.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $607 | $2,529-76.0% | $2,231-72.8% | $4,156-85.4% |
| Participant deferral / active EE | $2,550 | $4,436-42.5% | $3,823-33.3% | $6,407-60.2% |
| Admin fee / account holder | $4,636 | $8,085-42.7% | $6,704-30.8% | $12,270-62.2% |