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 8-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 | $20,220 | $74,888-73.0% | $71,209-71.6% | $142,382-85.8% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 13.70% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $660 | $2,854-76.9% | $2,721-75.7% | $4,299-84.6% |
| Participant deferral / active EE | $3,205 | $4,454-28.0% | $4,175-23.2% | $6,507-50.7% |
| Admin fee / account holder | $2,488 | $5,568-55.3% | $5,349-53.5% | $12,624-80.3% |