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 5-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 | $13,423 | $77,899-82.8% | $149,673-91.0% | $75,163-82.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.67% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,783 | $3,137-43.2% | $4,818-63.0% | $2,670-33.2% |
| Participant deferral / active EE | $3,713 | $3,411+8.9% | $5,680-34.6% | $4,125-10.0% |
| Admin fee / account holder | $1,953 | $5,956-67.2% | $13,210-85.2% | $5,651-65.4% |