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 5-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 | $15,413 | $85,022-81.9% | $70,515-78.1% | $139,434-88.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 12.67% | 30.38%-17.7pp | 32.77%-20.1pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,155 | $3,909-70.4% | $2,973-61.1% | $4,751-75.7% |
| Participant deferral / active EE | $1,888 | $5,890-67.9% | $4,567-58.6% | $6,710-71.9% |
| Admin fee / account holder | $5,295 | $8,906-40.5% | $6,412-17.4% | $11,403-53.6% |