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 | $18,171 | $110,809-83.6% | $86,874-79.1% | $167,490-89.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 71.6%+3.4pp | 82.1%-7.1pp |
| Annual return | 14.56% | 116.98%-102.4pp | 63.52%-49.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $966 | $3,244-70.2% | $2,495-61.3% | $4,837-80.0% |
| Participant deferral / active EE | $6,574 | $4,546+44.6% | $3,699+77.7% | $6,341+3.7% |
| Admin fee / account holder | $5,000 | $8,415-40.6% | $5,828-14.2% | $12,309-59.4% |