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 | $8,612 | $110,261-92.2% | $95,745-91.0% | $139,434-93.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.62% | 27.11%-11.5pp | 28.35%-12.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $586 | $3,257-82.0% | $2,835-79.3% | $4,751-87.7% |
| Participant deferral / active EE | $2,237 | $4,676-52.2% | $4,245-47.3% | $6,710-66.7% |
| Admin fee / account holder | $1,110 | $6,613-83.2% | $5,678-80.4% | $11,403-90.3% |