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 | $21,014 | $73,933-71.6% | $96,683-78.3% | $75,163-72.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 23.34% | 26.70%-3.4pp | 35.69%-12.4pp | 160.62%-137.3pp |
| Employer contribution / active EE | $1,122 | $2,928-61.7% | $3,737-70.0% | $2,670-58.0% |
| Participant deferral / active EE | $2,404 | $3,659-34.3% | $4,878-50.7% | $4,125-41.7% |
| Admin fee / account holder | $1,007 | $5,216-80.7% | $6,730-85.0% | $5,651-82.2% |