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 | $22,939 | $100,970-77.3% | $96,576-76.2% | $137,256-83.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.98% | 38.16%-18.2pp | 38.47%-18.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,539 | $3,809-33.4% | $3,553-28.6% | $4,156-38.9% |
| Participant deferral / active EE | $3,919 | $8,286-52.7% | $7,956-50.7% | $6,407-38.8% |
| Admin fee / account holder | $370 | $11,312-96.7% | $11,381-96.7% | $12,270-97.0% |