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 | $83,402 | $105,126-20.7% | $94,646-11.9% | $139,434-40.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.08% | 38.03%-21.0pp | 156.71%-139.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,609 | $4,106-60.8% | $3,672-56.2% | $4,751-66.1% |
| Participant deferral / active EE | $4,287 | $7,599-43.6% | $7,418-42.2% | $6,710-36.1% |
| Admin fee / account holder | $632 | $8,984-93.0% | $7,231-91.3% | $11,403-94.5% |