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 7-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 | $15,291 | $52,279-70.8% | $89,391-82.9% | $79,858-80.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 14.26% | 22.16%-7.9pp | 245.62%-231.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $646 | $1,572-58.9% | $2,586-75.0% | $2,471-73.9% |
| Participant deferral / active EE | $793 | $2,740-71.1% | $3,890-79.6% | $3,740-78.8% |
| Admin fee / account holder | $2,631 | $3,356-21.6% | $4,881-46.1% | $5,306-50.4% |