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 7-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 | $16,431 | $95,416-82.8% | $185,823-91.2% | $85,850-80.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.20% | 23.59%-11.4pp | 122.05%-109.9pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,317 | $3,314-60.2% | $5,167-74.5% | $2,565-48.6% |
| Participant deferral / active EE | $2,822 | $3,423-17.6% | $5,568-49.3% | $3,952-28.6% |
| Admin fee / account holder | $665 | $7,213-90.8% | $16,237-95.9% | $6,260-89.4% |