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 | $11,801 | $95,266-87.6% | $82,389-85.7% | $142,382-91.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.93% | 25.74%-13.8pp | 28.67%-16.7pp | 217.08%-205.1pp |
| Employer contribution / active EE | $980 | $2,991-67.2% | $2,517-61.0% | $4,299-77.2% |
| Participant deferral / active EE | $2,134 | $4,809-55.6% | $4,155-48.6% | $6,507-67.2% |
| Admin fee / account holder | $8,180 | $8,563-4.5% | $7,231+13.1% | $12,624-35.2% |