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 | $17,561 | $159,602-89.0% | $150,045-88.3% | $142,382-87.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.67% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,265 | $4,961-54.3% | $4,693-51.7% | $4,299-47.3% |
| Participant deferral / active EE | $2,549 | $8,310-69.3% | $7,997-68.1% | $6,507-60.8% |
| Admin fee / account holder | $4,502 | $14,846-69.7% | $13,435-66.5% | $12,624-64.3% |