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 8-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 | $13,598 | $57,541-76.4% | $95,745-85.8% | $75,163-81.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 23.12% | 34.93%-11.8pp | 28.35%-5.2pp | 160.62%-137.5pp |
| Employer contribution / active EE | $1,530 | $1,808-15.4% | $2,835-46.0% | $2,670-42.7% |
| Participant deferral / active EE | $1,924 | $3,074-37.4% | $4,245-54.7% | $4,125-53.3% |
| Admin fee / account holder | $3,081 | $4,099-24.8% | $5,678-45.7% | $5,651-45.5% |