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 | $11,883 | $100,773-88.2% | $88,946-86.6% | $142,382-91.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.92% | 70.18%-51.3pp | 57.82%-38.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,902 | $2,918+68.0% | $2,555+91.9% | $4,299+14.0% |
| Participant deferral / active EE | $5,674 | $5,230+8.5% | $4,581+23.8% | $6,507-12.8% |
| Admin fee / account holder | $3,073 | $9,693-68.3% | $8,261-62.8% | $12,624-75.7% |