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 | $19,674 | $154,228-87.2% | $145,433-86.5% | $137,256-85.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.14% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,876 | $4,804-40.1% | $4,554-36.9% | $4,156-30.8% |
| Participant deferral / active EE | $3,401 | $8,216-58.6% | $7,897-56.9% | $6,407-46.9% |
| Admin fee / account holder | $856 | $14,344-94.0% | $13,129-93.5% | $12,270-93.0% |