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 4-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 | $11,558 | $87,166-86.7% | $76,735-84.9% | $137,256-91.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.43% | 26.50%-11.1pp | 29.77%-14.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,573 | $2,904-11.4% | $2,454+4.8% | $4,156-38.1% |
| Participant deferral / active EE | $3,297 | $4,726-30.3% | $4,088-19.4% | $6,407-48.5% |
| Admin fee / account holder | $3,077 | $8,403-63.4% | $7,189-57.2% | $12,270-74.9% |