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 | $13,097 | $100,773-87.0% | $88,946-85.3% | $142,382-90.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.68% | 70.18%-55.5pp | 57.82%-43.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,006 | $2,918-65.5% | $2,555-60.6% | $4,299-76.6% |
| Participant deferral / active EE | $1,662 | $5,230-68.2% | $4,581-63.7% | $6,507-74.5% |
| Admin fee / account holder | $329 | $9,693-96.6% | $8,261-96.0% | $12,624-97.4% |