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 | $117,983-82.1% | $101,794-79.3% | $142,382-85.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.87% | 36.92%-17.0pp | 30.53%-10.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,138 | $2,773-22.9% | $2,289-6.6% | $4,299-50.3% |
| Participant deferral / active EE | $2,826 | $4,714-40.0% | $4,084-30.8% | $6,507-56.6% |
| Admin fee / account holder | $6,696 | $10,433-35.8% | $8,777-23.7% | $12,624-47.0% |