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 | $9,402 | $85,022-88.9% | $70,515-86.7% | $139,434-93.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 23.56% | 30.38%-6.8pp | 32.77%-9.2pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,908 | $3,909-51.2% | $2,973-35.8% | $4,751-59.8% |
| Participant deferral / active EE | $2,588 | $5,890-56.1% | $4,567-43.3% | $6,710-61.4% |
| Admin fee / account holder | $551 | $8,906-93.8% | $6,412-91.4% | $11,403-95.2% |