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 10-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 | $8,297 | $69,207-88.0% | $64,056-87.0% | $139,434-94.0% |
| Participation rate | 95.2% | 75.6%+19.6pp | 72.3%+22.9pp | 80.3%+14.9pp |
| Annual return | 14.61% | 45.88%-31.3pp | 33.69%-19.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $849 | $3,182-73.3% | $2,747-69.1% | $4,751-82.1% |
| Participant deferral / active EE | $862 | $4,682-81.6% | $3,880-77.8% | $6,710-87.2% |
| Admin fee / account holder | $1,106 | $4,244-73.9% | $3,068-63.9% | $11,403-90.3% |