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 4-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 | $7,305 | $100,773-92.8% | $88,946-91.8% | $142,382-94.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.92% | 70.18%-55.3pp | 57.82%-42.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,035 | $2,918-64.5% | $2,555-59.5% | $4,299-75.9% |
| Participant deferral / active EE | $2,628 | $5,230-49.7% | $4,581-42.6% | $6,507-59.6% |
| Admin fee / account holder | $2,042 | $9,693-78.9% | $8,261-75.3% | $12,624-83.8% |