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 | $7,029 | $72,071-90.2% | $68,368-89.7% | $137,256-94.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.18% | 353.14%-332.0pp | 292.57%-271.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,239 | $2,788-19.7% | $2,649-15.5% | $4,156-46.1% |
| Participant deferral / active EE | $3,959 | $4,410-10.2% | $4,123-4.0% | $6,407-38.2% |
| Admin fee / account holder | $1,259 | $5,336-76.4% | $5,150-75.6% | $12,270-89.7% |