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 7-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 | $13,919 | $100,773-86.2% | $88,946-84.4% | $142,382-90.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.82% | 70.18%-57.4pp | 57.82%-45.0pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,003 | $2,918-31.3% | $2,555-21.6% | $4,299-53.4% |
| Participant deferral / active EE | $2,031 | $5,230-61.2% | $4,581-55.7% | $6,507-68.8% |
| Admin fee / account holder | $1,813 | $9,693-81.3% | $8,261-78.1% | $12,624-85.6% |