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 | $11,602 | $109,817-89.4% | $98,442-88.2% | $167,490-93.1% |
| Participation rate | 92.9% | 75.8%+17.0pp | 73.3%+19.5pp | 82.1%+10.8pp |
| Annual return | 9.34% | 1956.69%-1947.4pp | 1492.73%-1483.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $922 | $3,224-71.4% | $2,960-68.8% | $4,837-80.9% |
| Participant deferral / active EE | $4,398 | $4,673-5.9% | $4,276+2.8% | $6,341-30.6% |
| Admin fee / account holder | $1,378 | $6,753-79.6% | $5,949-76.8% | $12,309-88.8% |