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 8-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 | $13,599 | $60,892-77.7% | $82,389-83.5% | $84,808-84.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 15.22% | 37.29%-22.1pp | 28.67%-13.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $564 | $1,779-68.3% | $2,517-77.6% | $2,631-78.6% |
| Participant deferral / active EE | $1,297 | $3,179-59.2% | $4,155-68.8% | $4,212-69.2% |
| Admin fee / account holder | $2,905 | $5,467-46.9% | $7,231-59.8% | $7,344-60.4% |