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 | $11,809 | $64,839-81.8% | $95,585-87.6% | $84,808-86.1% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 15.36% | -670.96%+686.3pp | 38.56%-23.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,845 | $1,759+4.9% | $2,527-27.0% | $2,631-29.9% |
| Participant deferral / active EE | $2,556 | $2,965-13.8% | $4,023-36.5% | $4,212-39.3% |
| Admin fee / account holder | $6,636 | $5,964+11.3% | $6,127+8.3% | $7,344-9.6% |