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 | $13,087 | $110,261-88.1% | $95,745-86.3% | $139,434-90.6% |
| Participation rate | 83.3% | 75.8%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 16.80% | 27.11%-10.3pp | 28.35%-11.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,206 | $3,257-63.0% | $2,835-57.5% | $4,751-74.6% |
| Participant deferral / active EE | $1,564 | $4,676-66.6% | $4,245-63.2% | $6,710-76.7% |
| Admin fee / account holder | $2,445 | $6,613-63.0% | $5,678-56.9% | $11,403-78.6% |