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 5-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 | $14,904 | $106,515-86.0% | $96,683-84.6% | $139,434-89.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.25% | 38.43%-24.2pp | 35.69%-21.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,017 | $4,103-75.2% | $3,737-72.8% | $4,751-78.6% |
| Participant deferral / active EE | $1,650 | $5,454-69.7% | $4,878-66.2% | $6,710-75.4% |
| Admin fee / account holder | $7,616 | $7,877-3.3% | $6,730+13.2% | $11,403-33.2% |