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 | $13,865 | $108,172-87.2% | $77,482-82.1% | $158,922-91.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 22.35% | 31.67%-9.3pp | 54.79%-32.4pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,517 | $1,325+14.5% | $986+53.8% | $4,761-68.1% |
| Participant deferral / active EE | $3,879 | $2,456+57.9% | $1,861+108.4% | $5,982-35.2% |
| Admin fee / account holder | $3,474 | $3,708-6.3% | $2,858+21.6% | $11,246-69.1% |