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 5-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 | $6,118 | $72,071-91.5% | $68,368-91.1% | $137,256-95.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.56% | 353.14%-334.6pp | 292.57%-274.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,162 | $2,788-58.3% | $2,649-56.2% | $4,156-72.1% |
| Participant deferral / active EE | $2,011 | $4,410-54.4% | $4,123-51.2% | $6,407-68.6% |
| Admin fee / account holder | $1,997 | $5,336-62.6% | $5,150-61.2% | $12,270-83.7% |