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 | $16,714 | $96,635-82.7% | $86,612-80.7% | $139,434-88.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.98% | 106.41%-92.4pp | 591.07%-577.1pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,537 | $3,263-52.9% | $3,022-49.2% | $4,751-67.7% |
| Participant deferral / active EE | $3,073 | $4,836-36.5% | $4,438-30.8% | $6,710-54.2% |
| Admin fee / account holder | $2,787 | $6,408-56.5% | $5,614-50.4% | $11,403-75.6% |