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 | $6,840 | $95,561-92.8% | $77,163-91.1% | $139,434-95.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.72% | 54.92%-31.2pp | 37.87%-14.1pp | 372.94%-349.2pp |
| Employer contribution / active EE | $2,699 | $3,147-14.2% | $2,535+6.5% | $4,751-43.2% |
| Participant deferral / active EE | $4,087 | $4,624-11.6% | $3,833+6.6% | $6,710-39.1% |
| Admin fee / account holder | $1,504 | $8,295-81.9% | $5,472-72.5% | $11,403-86.8% |