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 | $12,373 | $104,974-88.2% | $95,585-87.1% | $142,382-91.3% |
| Participation rate | 93.8% | 75.0%+18.8pp | 72.1%+21.7pp | 80.1%+13.6pp |
| Annual return | 12.98% | 210.33%-197.4pp | 38.56%-25.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $911 | $2,779-67.2% | $2,527-64.0% | $4,299-78.8% |
| Participant deferral / active EE | $1,625 | $4,352-62.7% | $4,023-59.6% | $6,507-75.0% |
| Admin fee / account holder | $541 | $6,386-91.5% | $6,127-91.2% | $12,624-95.7% |