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 | $17,089 | $97,744-82.5% | $103,476-83.5% | $145,922-88.3% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 15.32% | 25.41%-10.1pp | 23.90%-8.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,456 | $4,677-47.5% | $4,672-47.4% | $4,660-47.3% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,623-100.0% | $6,688-100.0% |
| Admin fee / account holder | $311 | $12,515-97.5% | $9,413-96.7% | $13,397-97.7% |