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 | $105,300 | $117,983-10.7% | $101,794+3.4% | $142,382-26.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.32% | 36.92%-19.6pp | 30.53%-13.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $985 | $2,773-64.5% | $2,289-57.0% | $4,299-77.1% |
| Participant deferral / active EE | $11,076 | $4,714+135.0% | $4,084+171.2% | $6,507+70.2% |
| Admin fee / account holder | $1,375 | $10,433-86.8% | $8,777-84.3% | $12,624-89.1% |