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 9-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 | $118,000 | $179,726-34.3% | $156,263-24.5% | $142,382-17.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.26% | 77.86%-59.6pp | 59.47%-41.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,850 | $5,069-63.5% | $4,333-57.3% | $4,299-57.0% |
| Participant deferral / active EE | $8,177 | $6,956+17.5% | $6,158+32.8% | $6,507+25.7% |
| Admin fee / account holder | $1,919 | $17,272-88.9% | $14,255-86.5% | $12,624-84.8% |