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 | $12,880 | $100,004-87.1% | $81,438-84.2% | $145,959-91.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 34.34%-21.0pp | 24.74%-11.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $13,258 | $2,970+346.4% | $2,460+438.8% | $4,661+184.4% |
| Participant deferral / active EE | $24,899 | $4,603+440.9% | $3,883+541.2% | $6,689+272.3% |
| Admin fee / account holder | $9,592 | $8,202+17.0% | $5,764+66.4% | $13,398-28.4% |