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 3-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 | $11,071 | $94,338-88.3% | $100,534-89.0% | $142,382-92.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 20.99% | 29.20%-8.2pp | 32.66%-11.7pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,676 | $4,237-60.4% | $4,346-61.4% | $4,299-61.0% |
| Participant deferral / active EE | $3,703 | $5,934-37.6% | $6,144-39.7% | $6,507-43.1% |
| Admin fee / account holder | $1,948 | $8,421-76.9% | $7,654-74.5% | $12,624-84.6% |