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 | $13,211 | $49,227-73.2% | $70,449-81.2% | $79,858-83.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 19.30% | 30.06%-10.8pp | 109.03%-89.7pp | 31.71%-12.4pp |
| Employer contribution / active EE | $3,396 | $2,099+61.8% | $2,737+24.1% | $2,471+37.5% |
| Participant deferral / active EE | $2,293 | $2,768-17.1% | $3,709-38.2% | $3,740-38.7% |
| Admin fee / account holder | $397 | $2,878-86.2% | $3,845-89.7% | $5,306-92.5% |