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 | $17,266 | $95,266-81.9% | $82,389-79.0% | $142,382-87.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.90% | 25.74%-13.8pp | 28.67%-16.8pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,533 | $2,991-48.7% | $2,517-39.1% | $4,299-64.3% |
| Participant deferral / active EE | $3,350 | $4,809-30.3% | $4,155-19.4% | $6,507-48.5% |
| Admin fee / account holder | $4,893 | $8,563-42.9% | $7,231-32.3% | $12,624-61.2% |