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 | $74,888-84.3% | $71,209-83.5% | $142,382-91.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.26% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,054 | $2,854-63.1% | $2,721-61.3% | $4,299-75.5% |
| Participant deferral / active EE | $1,780 | $4,454-60.0% | $4,175-57.4% | $6,507-72.7% |
| Admin fee / account holder | $534 | $5,568-90.4% | $5,349-90.0% | $12,624-95.8% |