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 9-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 | $16,654 | $124,281-86.6% | $109,143-84.7% | $167,490-90.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.00% | 26.04%-15.0pp | 25.75%-14.7pp | 478.56%-467.6pp |
| Employer contribution / active EE | $2,415 | $4,207-42.6% | $3,722-35.1% | $4,837-50.1% |
| Participant deferral / active EE | $3,328 | $5,255-36.7% | $4,653-28.5% | $6,341-47.5% |
| Admin fee / account holder | $2,683 | $7,970-66.3% | $6,752-60.3% | $12,309-78.2% |