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 3-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 | $7,490 | $95,266-92.1% | $82,389-90.9% | $142,382-94.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.51% | 25.74%-14.2pp | 28.67%-17.2pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,588 | $2,991-46.9% | $2,517-36.9% | $4,299-63.1% |
| Participant deferral / active EE | $3,117 | $4,809-35.2% | $4,155-25.0% | $6,507-52.1% |
| Admin fee / account holder | $6,696 | $8,563-21.8% | $7,231-7.4% | $12,624-47.0% |