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 | $13,334 | $90,348-85.2% | $75,972-82.4% | $145,922-90.9% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 12.99% | 620.88%-607.9pp | 359.55%-346.6pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,719 | $3,311-48.1% | $2,685-36.0% | $4,660-63.1% |
| Participant deferral / active EE | $6,371 | $5,162+23.4% | $4,255+49.7% | $6,688-4.7% |
| Admin fee / account holder | $11,205 | $8,467+32.3% | $6,467+73.3% | $13,397-16.4% |