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 | $6,459 | $92,798-93.0% | $96,707-93.3% | $137,256-95.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 17.13% | 31.24%-14.1pp | 34.78%-17.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,843 | $4,147-55.6% | $4,191-56.0% | $4,156-55.7% |
| Participant deferral / active EE | $3,160 | $5,877-46.2% | $5,997-47.3% | $6,407-50.7% |
| Admin fee / account holder | $1,939 | $7,946-75.6% | $7,503-74.2% | $12,270-84.2% |