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 | $17,518 | $111,754-84.3% | $103,333-83.0% | $145,922-88.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.69% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,690 | $4,212-59.9% | $3,868-56.3% | $4,660-63.7% |
| Participant deferral / active EE | $2,329 | $5,619-58.6% | $5,057-54.0% | $6,688-65.2% |
| Admin fee / account holder | $417 | $9,750-95.7% | $8,355-95.0% | $13,397-96.9% |