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 | $9,320 | $97,125-90.4% | $86,233-89.2% | $137,256-93.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.16% | 74.19%-56.0pp | 61.39%-43.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,047 | $2,841-63.2% | $2,504-58.2% | $4,156-74.8% |
| Participant deferral / active EE | $1,047 | $5,180-79.8% | $4,559-77.0% | $6,407-83.7% |
| Admin fee / account holder | $2,611 | $9,725-73.1% | $8,342-68.7% | $12,270-78.7% |