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 7-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 | $12,534 | $48,795-74.3% | $65,493-80.9% | $84,808-85.2% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 26.20% | 20.20%+6.0pp | 982.45%-956.2pp | 40.90%-14.7pp |
| Employer contribution / active EE | $1,877 | $1,930-2.7% | $2,574-27.1% | $2,631-28.6% |
| Participant deferral / active EE | $4,127 | $2,928+40.9% | $3,961+4.2% | $4,212-2.0% |
| Admin fee / account holder | $1,078 | $3,877-72.2% | $5,028-78.6% | $7,344-85.3% |