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 6-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 | $11,772 | $72,071-83.7% | $68,368-82.8% | $137,256-91.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.26% | 353.14%-335.9pp | 292.57%-275.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,054 | $2,788-62.2% | $2,649-60.2% | $4,156-74.6% |
| Participant deferral / active EE | $1,780 | $4,410-59.6% | $4,123-56.8% | $6,407-72.2% |
| Admin fee / account holder | $534 | $5,336-90.0% | $5,150-89.6% | $12,270-95.6% |