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 | $10,461 | $81,248-87.1% | $155,509-93.3% | $80,856-87.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.21% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $670 | $3,100-78.4% | $4,672-85.7% | $2,755-75.7% |
| Participant deferral / active EE | $2,184 | $3,452-36.7% | $5,626-61.2% | $4,296-49.2% |
| Admin fee / account holder | $1,037 | $7,997-87.0% | $15,912-93.5% | $6,918-85.0% |