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 | $14,489 | $85,022-83.0% | $70,515-79.5% | $139,434-89.6% |
| Participation rate | 87.5% | 73.9%+13.6pp | 68.3%+19.2pp | 80.3%+7.2pp |
| Annual return | 14.51% | 30.38%-15.9pp | 32.77%-18.3pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,225 | $3,909-68.7% | $2,973-58.8% | $4,751-74.2% |
| Participant deferral / active EE | $4,577 | $5,890-22.3% | $4,567+0.2% | $6,710-31.8% |
| Admin fee / account holder | $6,769 | $8,906-24.0% | $6,412+5.6% | $11,403-40.6% |