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 | $16,052 | $70,606-77.3% | $53,898-70.2% | $142,382-88.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 8.23% | 619.81%-611.6pp | 528.60%-520.4pp | 217.08%-208.8pp |
| Employer contribution / active EE | $1,114 | $1,202-7.3% | $932+19.5% | $4,299-74.1% |
| Participant deferral / active EE | $1,545 | $2,364-34.6% | $1,826-15.4% | $6,507-76.3% |
| Admin fee / account holder | $71,466 | $2,852+2406.1% | $2,491+2769.2% | $12,624+466.1% |