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 | $6,260 | $94,338-93.4% | $100,534-93.8% | $142,382-95.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 19.53% | 29.20%-9.7pp | 32.66%-13.1pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,246 | $4,237-70.6% | $4,346-71.3% | $4,299-71.0% |
| Participant deferral / active EE | $1,760 | $5,934-70.3% | $6,144-71.4% | $6,507-73.0% |
| Admin fee / account holder | $897 | $8,421-89.3% | $7,654-88.3% | $12,624-92.9% |