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 8-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 | $10,401 | $54,705-81.0% | $71,209-85.4% | $84,808-87.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 18.49% | 35.90%-17.4pp | 282.51%-264.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,649 | $2,158-23.6% | $2,721-39.4% | $2,631-37.3% |
| Participant deferral / active EE | $3,070 | $3,030+1.3% | $4,175-26.5% | $4,212-27.1% |
| Admin fee / account holder | $1,471 | $4,863-69.8% | $5,349-72.5% | $7,344-80.0% |