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 | $16,188 | $104,664-84.5% | $85,682-81.1% | $167,490-90.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.15% | 21.45%-6.3pp | 21.49%-6.3pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,359 | $3,337-59.3% | $2,618-48.1% | $4,837-71.9% |
| Participant deferral / active EE | $4,179 | $4,824-13.4% | $3,923+6.5% | $6,341-34.1% |
| Admin fee / account holder | $736 | $10,032-92.7% | $6,873-89.3% | $12,309-94.0% |