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 | $36,474 | $105,126-65.3% | $94,646-61.5% | $139,434-73.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.71% | 38.03%-22.3pp | 156.71%-141.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,366 | $4,106-18.0% | $3,672-8.3% | $4,751-29.1% |
| Participant deferral / active EE | $4,218 | $7,599-44.5% | $7,418-43.1% | $6,710-37.1% |
| Admin fee / account holder | $800 | $8,984-91.1% | $7,231-88.9% | $11,403-93.0% |