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 6-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 | $16,425 | $111,535-85.3% | $105,223-84.4% | $137,256-88.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.56% | 237.85%-215.3pp | 180.65%-158.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,728 | $3,939-5.4% | $3,689+1.1% | $4,156-10.3% |
| Participant deferral / active EE | $9,614 | $5,500+74.8% | $5,072+89.6% | $6,407+50.1% |
| Admin fee / account holder | $16,084 | $9,721+65.5% | $8,859+81.6% | $12,270+31.1% |