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 | $17,551 | $99,877-82.4% | $84,966-79.3% | $145,922-88.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.99% | 83.76%-69.8pp | 66.38%-52.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,928 | $3,231-40.3% | $2,727-29.3% | $4,660-58.6% |
| Participant deferral / active EE | $2,383 | $5,291-55.0% | $4,519-47.3% | $6,688-64.4% |
| Admin fee / account holder | $1,161 | $7,248-84.0% | $6,149-81.1% | $13,397-91.3% |