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 3-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 | $8,619 | $104,974-91.8% | $95,585-91.0% | $142,382-93.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.76% | 210.33%-197.6pp | 38.56%-25.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $818 | $2,779-70.6% | $2,527-67.6% | $4,299-81.0% |
| Participant deferral / active EE | $1,397 | $4,352-67.9% | $4,023-65.3% | $6,507-78.5% |
| Admin fee / account holder | $1,778 | $6,386-72.2% | $6,127-71.0% | $12,624-85.9% |