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 | $14,657 | $117,983-87.6% | $101,794-85.6% | $142,382-89.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.15% | 36.92%-17.8pp | 30.53%-11.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,172 | $2,773-57.7% | $2,289-48.8% | $4,299-72.7% |
| Participant deferral / active EE | $2,521 | $4,714-46.5% | $4,084-38.3% | $6,507-61.3% |
| Admin fee / account holder | $2,033 | $10,433-80.5% | $8,777-76.8% | $12,624-83.9% |