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 | $11,326 | $80,717-86.0% | $154,803-92.7% | $84,808-86.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.42% | 37.96%-24.5pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $486 | $2,761-82.4% | $4,305-88.7% | $2,631-81.5% |
| Participant deferral / active EE | $2,060 | $3,303-37.6% | $5,540-62.8% | $4,212-51.1% |
| Admin fee / account holder | $3,363 | $6,746-50.1% | $14,329-76.5% | $7,344-54.2% |