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 | $7,469 | $90,397-91.7% | $76,002-90.2% | $145,959-94.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.62% | 621.97%-612.4pp | 360.07%-350.5pp | 561.95%-552.3pp |
| Employer contribution / active EE | $938 | $3,317-71.7% | $2,688-65.1% | $4,661-79.9% |
| Participant deferral / active EE | $3,161 | $5,163-38.8% | $4,257-25.7% | $6,689-52.7% |
| Admin fee / account holder | $1,222 | $8,369-85.4% | $6,414-80.9% | $13,398-90.9% |