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 | $18,427 | $111,535-83.5% | $105,223-82.5% | $137,256-86.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.81% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,793 | $3,939-54.5% | $3,689-51.4% | $4,156-56.9% |
| Participant deferral / active EE | $3,969 | $5,500-27.8% | $5,072-21.7% | $6,407-38.1% |
| Admin fee / account holder | $2,037 | $9,721-79.0% | $8,859-77.0% | $12,270-83.4% |