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 | $8,258 | $104,974-92.1% | $95,585-91.4% | $142,382-94.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.66% | 210.33%-196.7pp | 38.56%-24.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $965 | $2,779-65.3% | $2,527-61.8% | $4,299-77.6% |
| Participant deferral / active EE | $1,244 | $4,352-71.4% | $4,023-69.1% | $6,507-80.9% |
| Admin fee / account holder | $5,507 | $6,386-13.8% | $6,127-10.1% | $12,624-56.4% |