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 | $9,576 | $100,773-90.5% | $88,946-89.2% | $142,382-93.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.73% | 70.18%-55.5pp | 57.82%-43.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,975 | $2,918-32.3% | $2,555-22.7% | $4,299-54.1% |
| Participant deferral / active EE | $3,143 | $5,230-39.9% | $4,581-31.4% | $6,507-51.7% |
| Admin fee / account holder | $1,443 | $9,693-85.1% | $8,261-82.5% | $12,624-88.6% |