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 | $13,658 | $74,888-81.8% | $71,209-80.8% | $142,382-90.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 15.33% | 345.14%-329.8pp | 282.51%-267.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,887 | $2,854-33.9% | $2,721-30.6% | $4,299-56.1% |
| Participant deferral / active EE | $2,872 | $4,454-35.5% | $4,175-31.2% | $6,507-55.9% |
| Admin fee / account holder | $2,113 | $5,568-62.0% | $5,349-60.5% | $12,624-83.3% |