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 7-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 | $26,818 | $95,416-71.9% | $185,823-85.6% | $85,850-68.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.23% | 23.59%-8.4pp | 122.05%-106.8pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,268 | $3,314-61.7% | $5,167-75.5% | $2,565-50.6% |
| Participant deferral / active EE | $3,291 | $3,423-3.9% | $5,568-40.9% | $3,952-16.7% |
| Admin fee / account holder | $849 | $7,213-88.2% | $16,237-94.8% | $6,260-86.4% |