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 7-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 | $66,000 | $114,237-42.2% | $119,258-44.7% | $167,490-60.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 20.67% | 29.87%-9.2pp | 30.69%-10.0pp | 478.56%-457.9pp |
| Employer contribution / active EE | $2,128 | $4,481-52.5% | $4,384-51.5% | $4,837-56.0% |
| Participant deferral / active EE | $3,257 | $6,084-46.5% | $6,111-46.7% | $6,341-48.6% |
| Admin fee / account holder | $879 | $8,932-90.2% | $7,226-87.8% | $12,309-92.9% |