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 | $13,123 | $158,398-91.7% | $126,539-89.6% | $142,382-90.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.30% | 593.76%-575.5pp | 425.95%-407.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,847 | $4,650-60.3% | $3,674-49.7% | $4,299-57.0% |
| Participant deferral / active EE | $2,100 | $4,767-55.9% | $4,083-48.6% | $6,507-67.7% |
| Admin fee / account holder | $2,347 | $6,918-66.1% | $6,065-61.3% | $12,624-81.4% |