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 6-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 | $12,321 | $76,407-83.9% | $150,298-91.8% | $82,448-85.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.61% | 39.99%-22.4pp | 62.79%-45.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $892 | $2,614-65.9% | $4,154-78.5% | $2,551-65.0% |
| Participant deferral / active EE | $2,461 | $3,214-23.4% | $5,453-54.9% | $4,139-40.5% |
| Admin fee / account holder | $1,314 | $6,352-79.3% | $14,116-90.7% | $7,234-81.8% |