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 | $23,441 | $111,754-79.0% | $103,333-77.3% | $145,922-83.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.55% | 24.77%-7.2pp | 24.88%-7.3pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,782 | $4,212-34.0% | $3,868-28.1% | $4,660-40.3% |
| Participant deferral / active EE | $4,183 | $5,619-25.6% | $5,057-17.3% | $6,688-37.5% |
| Admin fee / account holder | $533 | $9,750-94.5% | $8,355-93.6% | $13,397-96.0% |