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 3-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 | $16,749 | $100,970-83.4% | $96,576-82.7% | $137,256-87.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.49% | 38.16%-17.7pp | 38.47%-18.0pp | 220.34%-199.9pp |
| Employer contribution / active EE | $12,551 | $3,809+229.5% | $3,553+253.2% | $4,156+202.0% |
| Participant deferral / active EE | $18,770 | $8,286+126.5% | $7,956+135.9% | $6,407+193.0% |
| Admin fee / account holder | $20,520 | $11,312+81.4% | $11,381+80.3% | $12,270+67.2% |