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 | $19,249 | $118,849-83.8% | $96,562-80.1% | $167,490-88.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.28% | 50.49%-37.2pp | 37.78%-24.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $817 | $3,120-73.8% | $2,356-65.3% | $4,837-83.1% |
| Participant deferral / active EE | $1,365 | $4,616-70.4% | $3,849-64.5% | $6,341-78.5% |
| Admin fee / account holder | $4,848 | $8,065-39.9% | $6,181-21.6% | $12,309-60.6% |