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 | $15,142 | $111,814-86.5% | $103,374-85.4% | $145,959-89.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.62% | 24.77%-11.2pp | 24.89%-11.3pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,203 | $4,214-71.5% | $3,869-68.9% | $4,661-74.2% |
| Participant deferral / active EE | $2,946 | $5,618-47.6% | $5,058-41.7% | $6,689-56.0% |
| Admin fee / account holder | $2,534 | $9,754-74.0% | $8,394-69.8% | $13,398-81.1% |