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 | $80,717-84.7% | $154,803-92.0% | $84,808-85.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.61% | 37.96%-20.3pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $892 | $2,761-67.7% | $4,305-79.3% | $2,631-66.1% |
| Participant deferral / active EE | $2,461 | $3,303-25.5% | $5,540-55.6% | $4,212-41.6% |
| Admin fee / account holder | $1,314 | $6,746-80.5% | $14,329-90.8% | $7,344-82.1% |