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 | $20,803 | $104,664-80.1% | $85,682-75.7% | $167,490-87.6% |
| Participation rate | 71.4% | 76.4%-4.9pp | 69.9%+1.6pp | 82.1%-10.7pp |
| Annual return | 14.76% | 21.45%-6.7pp | 21.49%-6.7pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,588 | $3,337-52.4% | $2,618-39.4% | $4,837-67.2% |
| Participant deferral / active EE | $4,081 | $4,824-15.4% | $3,923+4.0% | $6,341-35.6% |
| Admin fee / account holder | $660 | $10,032-93.4% | $6,873-90.4% | $12,309-94.6% |