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 8-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 | $13,633 | $95,193-85.7% | $76,523-82.2% | $135,375-89.9% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | 7.65% | 4.85%+2.8pp | -0.27%+7.9pp | 519.73%-512.1pp |
| Employer contribution / active EE | $1,539 | $3,302-53.4% | $2,647-41.9% | $4,779-67.8% |
| Participant deferral / active EE | $3,193 | $4,639-31.2% | $3,835-16.8% | $5,609-43.1% |
| Admin fee / account holder | $1,216 | $6,249-80.5% | $4,848-74.9% | $10,827-88.8% |