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 9-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 | $20,570 | $57,016-63.9% | $84,966-75.8% | $80,856-74.6% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 14.89% | 21.66%-6.8pp | 66.38%-51.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,769 | $1,798+54.0% | $2,727+1.5% | $2,755+0.5% |
| Participant deferral / active EE | $1,418 | $3,110-54.4% | $4,519-68.6% | $4,296-67.0% |
| Admin fee / account holder | $2,581 | $4,980-48.2% | $6,149-58.0% | $6,918-62.7% |