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 | $14,768 | $99,918-85.2% | $81,382-81.9% | $145,922-89.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 8.25% | 34.32%-26.1pp | 24.73%-16.5pp | 561.29%-553.0pp |
| Employer contribution / active EE | $993 | $2,978-66.7% | $2,463-59.7% | $4,660-78.7% |
| Participant deferral / active EE | $3,157 | $4,605-31.5% | $3,883-18.7% | $6,688-52.8% |
| Admin fee / account holder | $1,492 | $8,212-81.8% | $5,768-74.1% | $13,397-88.9% |