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 9-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 | $17,639 | $76,312-76.9% | $67,221-73.8% | $158,922-88.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.82% | 22.77%-2.9pp | 20.72%-0.9pp | 302.83%-283.0pp |
| Employer contribution / active EE | $3,078 | $4,476-31.2% | $3,723-17.3% | $4,761-35.3% |
| Participant deferral / active EE | $4,497 | $5,264-14.6% | $4,384+2.6% | $5,982-24.8% |
| Admin fee / account holder | $1,166 | $8,005-85.4% | $5,844-80.1% | $11,246-89.6% |