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 | $15,357 | $57,057-73.1% | $85,009-81.9% | $80,874-81.0% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 10.64% | 21.66%-11.0pp | 66.47%-55.8pp | 35.62%-25.0pp |
| Employer contribution / active EE | $1,265 | $1,799-29.6% | $2,728-53.6% | $2,756-54.1% |
| Participant deferral / active EE | $2,005 | $3,112-35.6% | $4,522-55.7% | $4,297-53.3% |
| Admin fee / account holder | $2,536 | $4,986-49.1% | $6,153-58.8% | $6,935-63.4% |