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 | $18,011 | $57,016-68.4% | $84,966-78.8% | $80,856-77.7% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 12.32% | 21.66%-9.3pp | 66.38%-54.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $5,000 | $1,798+178.1% | $2,727+83.3% | $2,755+81.5% |
| Participant deferral / active EE | $1,433 | $3,110-53.9% | $4,519-68.3% | $4,296-66.7% |
| Admin fee / account holder | $4,657 | $4,980-6.5% | $6,149-24.3% | $6,918-32.7% |