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 5-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 | $8,399 | $110,261-92.4% | $95,745-91.2% | $139,434-94.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.93% | 27.11%-14.2pp | 28.35%-15.4pp | 372.94%-360.0pp |
| Employer contribution / active EE | $2,148 | $3,257-34.1% | $2,835-24.2% | $4,751-54.8% |
| Participant deferral / active EE | $853 | $4,676-81.8% | $4,245-79.9% | $6,710-87.3% |
| Admin fee / account holder | $931 | $6,613-85.9% | $5,678-83.6% | $11,403-91.8% |