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 | $87,166-80.2% | $76,735-77.5% | $137,256-87.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 11.90% | 26.50%-14.6pp | 29.77%-17.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,533 | $2,904-47.2% | $2,454-37.5% | $4,156-63.1% |
| Participant deferral / active EE | $3,350 | $4,726-29.1% | $4,088-18.0% | $6,407-47.7% |
| Admin fee / account holder | $4,893 | $8,403-41.8% | $7,189-31.9% | $12,270-60.1% |