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 9-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 | $15,566 | $81,248-80.8% | $155,509-90.0% | $80,856-80.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.34% | 33.31%-22.0pp | 64.67%-53.3pp | 35.59%-24.3pp |
| Employer contribution / active EE | $878 | $3,100-71.7% | $4,672-81.2% | $2,755-68.1% |
| Participant deferral / active EE | $1,350 | $3,452-60.9% | $5,626-76.0% | $4,296-68.6% |
| Admin fee / account holder | $771 | $7,997-90.4% | $15,912-95.2% | $6,918-88.9% |