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 | $21,095 | $112,729-81.3% | $98,716-78.6% | $137,256-84.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.87% | 38.48%-18.6pp | 31.81%-11.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,138 | $2,725-21.5% | $2,279-6.2% | $4,156-48.6% |
| Participant deferral / active EE | $2,826 | $4,640-39.1% | $4,048-30.2% | $6,407-55.9% |
| Admin fee / account holder | $6,696 | $10,129-33.9% | $8,703-23.1% | $12,270-45.4% |