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 9-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 | $14,667 | $42,383-65.4% | $76,523-80.8% | $64,186-77.1% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 45.53% | -16.54%+62.1pp | -0.27%+45.8pp | 7.63%+37.9pp |
| Employer contribution / active EE | $1,304 | $1,563-16.6% | $2,647-50.8% | $2,381-45.2% |
| Participant deferral / active EE | $2,918 | $2,566+13.7% | $3,835-23.9% | $3,470-15.9% |
| Admin fee / account holder | $1,309 | $3,198-59.1% | $4,848-73.0% | $4,888-73.2% |