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 | $18,961 | $115,882-83.6% | $100,516-81.1% | $158,922-88.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.75% | 34.79%-16.0pp | 30.89%-12.1pp | 302.83%-284.1pp |
| Employer contribution / active EE | $3,107 | $4,103-24.3% | $3,418-9.1% | $4,761-34.7% |
| Participant deferral / active EE | $3,107 | $6,674-53.4% | $6,270-50.4% | $5,982-48.1% |
| Admin fee / account holder | $1,566 | $10,995-85.8% | $8,081-80.6% | $11,246-86.1% |