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 | $12,418 | $106,584-88.3% | $101,326-87.7% | $142,382-91.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.68% | 36.93%-15.2pp | 36.82%-15.1pp | 217.08%-195.4pp |
| Employer contribution / active EE | $726 | $3,956-81.7% | $3,665-80.2% | $4,299-83.1% |
| Participant deferral / active EE | $2,190 | $8,297-73.6% | $7,994-72.6% | $6,507-66.3% |
| Admin fee / account holder | $920 | $11,446-92.0% | $11,185-91.8% | $12,624-92.7% |