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 | $10,555 | $48,795-78.4% | $65,493-83.9% | $84,808-87.6% |
| Participation rate | 90.7% | 67.0%+23.7pp | 73.1%+17.6pp | 68.3%+22.4pp |
| Annual return | 17.38% | 20.20%-2.8pp | 982.45%-965.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,309 | $1,930-32.1% | $2,574-49.1% | $2,631-50.2% |
| Participant deferral / active EE | $2,313 | $2,928-21.0% | $3,961-41.6% | $4,212-45.1% |
| Admin fee / account holder | $1,286 | $3,877-66.8% | $5,028-74.4% | $7,344-82.5% |