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 | $15,099 | $100,004-84.9% | $81,438-81.5% | $145,959-89.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.82% | 34.34%-24.5pp | 24.74%-14.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $1,473 | $2,970-50.4% | $2,460-40.1% | $4,661-68.4% |
| Participant deferral / active EE | $985 | $4,603-78.6% | $3,883-74.6% | $6,689-85.3% |
| Admin fee / account holder | $1,627 | $8,202-80.2% | $5,764-71.8% | $13,398-87.9% |