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 | $32,928 | $99,020-66.7% | $86,590-62.0% | $147,584-77.7% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 13.72% | 1312.34%-1298.6pp | 964.84%-951.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $898 | $3,132-71.3% | $2,839-68.4% | $4,876-81.6% |
| Participant deferral / active EE | $2,010 | $3,972-49.4% | $3,609-44.3% | $5,439-63.0% |
| Admin fee / account holder | $3,797 | $5,710-33.5% | $4,906-22.6% | $10,885-65.1% |