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 | $13,205 | $115,708-88.6% | $65,255-79.8% | $139,434-90.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 18.75% | 31.19%-12.4pp | 47.35%-28.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,292 | $2,599-11.8% | $1,691+35.5% | $4,751-51.8% |
| Participant deferral / active EE | $2,367 | $4,240-44.2% | $2,831-16.4% | $6,710-64.7% |
| Admin fee / account holder | $2,174 | $6,698-67.5% | $4,112-47.1% | $11,403-80.9% |