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 | $8,966 | $69,207-87.0% | $64,056-86.0% | $139,434-93.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.56% | 45.88%-25.3pp | 33.69%-13.1pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,601 | $3,182-49.7% | $2,747-41.7% | $4,751-66.3% |
| Participant deferral / active EE | $2,841 | $4,682-39.3% | $3,880-26.8% | $6,710-57.7% |
| Admin fee / account holder | $971 | $4,244-77.1% | $3,068-68.3% | $11,403-91.5% |