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 3-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 | $7,391 | $115,708-93.6% | $65,255-88.7% | $139,434-94.7% |
| Participation rate | 94.1% | 67.8%+26.3pp | 65.0%+29.2pp | 80.3%+13.8pp |
| Annual return | 26.39% | 31.19%-4.8pp | 47.35%-21.0pp | 372.94%-346.6pp |
| Employer contribution / active EE | $2,014 | $2,599-22.5% | $1,691+19.1% | $4,751-57.6% |
| Participant deferral / active EE | $2,527 | $4,240-40.4% | $2,831-10.8% | $6,710-62.3% |
| Admin fee / account holder | $642 | $6,698-90.4% | $4,112-84.4% | $11,403-94.4% |