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 | $24,107 | $115,882-79.2% | $100,516-76.0% | $158,922-84.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 23.61% | 34.79%-11.2pp | 30.89%-7.3pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,972 | $4,103-51.9% | $3,418-42.3% | $4,761-58.6% |
| Participant deferral / active EE | $3,900 | $6,674-41.6% | $6,270-37.8% | $5,982-34.8% |
| Admin fee / account holder | $844 | $10,995-92.3% | $8,081-89.6% | $11,246-92.5% |