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 4-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 | $12,182 | $95,266-87.2% | $82,389-85.2% | $142,382-91.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.26% | 25.74%-8.5pp | 28.67%-11.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,763 | $2,991-41.1% | $2,517-30.0% | $4,299-59.0% |
| Participant deferral / active EE | $2,140 | $4,809-55.5% | $4,155-48.5% | $6,507-67.1% |
| Admin fee / account holder | $1,737 | $8,563-79.7% | $7,231-76.0% | $12,624-86.2% |