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 | $94,338-93.2% | $100,534-93.6% | $142,382-95.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 17.13% | 29.20%-12.1pp | 32.66%-15.5pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,843 | $4,237-56.5% | $4,346-57.6% | $4,299-57.1% |
| Participant deferral / active EE | $3,160 | $5,934-46.7% | $6,144-48.6% | $6,507-51.4% |
| Admin fee / account holder | $1,939 | $8,421-77.0% | $7,654-74.7% | $12,624-84.6% |