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 | $13,793 | $111,754-87.7% | $103,333-86.7% | $145,922-90.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.75% | 24.77%-10.0pp | 24.88%-10.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,574 | $4,212-38.9% | $3,868-33.4% | $4,660-44.8% |
| Participant deferral / active EE | $3,715 | $5,619-33.9% | $5,057-26.6% | $6,688-44.5% |
| Admin fee / account holder | $903 | $9,750-90.7% | $8,355-89.2% | $13,397-93.3% |