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 | $10,205 | $104,974-90.3% | $95,585-89.3% | $142,382-92.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.59% | 210.33%-192.7pp | 38.56%-21.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,076 | $2,779-25.3% | $2,527-17.8% | $4,299-51.7% |
| Participant deferral / active EE | $2,144 | $4,352-50.7% | $4,023-46.7% | $6,507-67.1% |
| Admin fee / account holder | $4,011 | $6,386-37.2% | $6,127-34.5% | $12,624-68.2% |