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 | $6,574 | $74,888-91.2% | $71,209-90.8% | $142,382-95.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.81% | 345.14%-331.3pp | 282.51%-268.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,101 | $2,854+8.6% | $2,721+14.0% | $4,299-27.9% |
| Participant deferral / active EE | $9,742 | $4,454+118.7% | $4,175+133.3% | $6,507+49.7% |
| Admin fee / account holder | $12,678 | $5,568+127.7% | $5,349+137.0% | $12,624+0.4% |