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 | $13,567 | $94,338-85.6% | $100,534-86.5% | $142,382-90.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.46% | 29.20%-13.7pp | 32.66%-17.2pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,307 | $4,237-45.6% | $4,346-46.9% | $4,299-46.3% |
| Participant deferral / active EE | $3,491 | $5,934-41.2% | $6,144-43.2% | $6,507-46.3% |
| Admin fee / account holder | $1,420 | $8,421-83.1% | $7,654-81.4% | $12,624-88.7% |