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 | $5,964 | $100,773-94.1% | $88,946-93.3% | $142,382-95.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.56% | 70.18%-49.6pp | 57.82%-37.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $693 | $2,918-76.2% | $2,555-72.9% | $4,299-83.9% |
| Participant deferral / active EE | $1,036 | $5,230-80.2% | $4,581-77.4% | $6,507-84.1% |
| Admin fee / account holder | $1,547 | $9,693-84.0% | $8,261-81.3% | $12,624-87.7% |