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 6-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 | $7,597 | $95,266-92.0% | $82,389-90.8% | $142,382-94.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.46% | 25.74%-7.3pp | 28.67%-10.2pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,686 | $2,991-43.6% | $2,517-33.0% | $4,299-60.8% |
| Participant deferral / active EE | $1,686 | $4,809-64.9% | $4,155-59.4% | $6,507-74.1% |
| Admin fee / account holder | $2,962 | $8,563-65.4% | $7,231-59.0% | $12,624-76.5% |