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 7-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 | $11,309 | $108,172-89.5% | $77,482-85.4% | $158,922-92.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 12.30% | 31.67%-19.4pp | 54.79%-42.5pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,138 | $1,325-14.1% | $986+15.4% | $4,761-76.1% |
| Participant deferral / active EE | $2,300 | $2,456-6.4% | $1,861+23.6% | $5,982-61.6% |
| Admin fee / account holder | $341 | $3,708-90.8% | $2,858-88.1% | $11,246-97.0% |