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 | $27,391 | $165,984-83.5% | $164,813-83.4% | $145,922-81.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.21% | 100.03%-87.8pp | 69.93%-57.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,936 | $5,273-63.3% | $4,341-55.4% | $4,660-58.5% |
| Participant deferral / active EE | $4,990 | $6,959-28.3% | $6,031-17.3% | $6,688-25.4% |
| Admin fee / account holder | $5,115 | $16,648-69.3% | $12,690-59.7% | $13,397-61.8% |