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 | $13,448 | $111,724-88.0% | $93,606-85.6% | $145,922-90.8% |
| Participation rate | 81.0% | 74.2%+6.7pp | 68.7%+12.2pp | 80.3%+0.7pp |
| Annual return | 14.21% | 202.98%-188.8pp | 133.20%-119.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $686 | $3,090-77.8% | $2,420-71.6% | $4,660-85.3% |
| Participant deferral / active EE | $1,861 | $4,912-62.1% | $4,411-57.8% | $6,688-72.2% |
| Admin fee / account holder | $1,056 | $10,250-89.7% | $8,285-87.3% | $13,397-92.1% |