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 | $34,729 | $239,571-85.5% | $183,328-81.1% | $137,256-74.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 15.71% | 35.69%-20.0pp | 29.67%-14.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,297 | $6,148-62.6% | $5,055-54.6% | $4,156-44.7% |
| Participant deferral / active EE | $3,990 | $7,995-50.1% | $6,795-41.3% | $6,407-37.7% |
| Admin fee / account holder | $1,900 | $30,059-93.7% | $21,427-91.1% | $12,270-84.5% |