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 | $15,685 | $202,432-92.3% | $169,368-90.7% | $139,434-88.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.97% | 531.74%-510.8pp | 405.60%-384.6pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,444 | $4,692-69.2% | $4,013-64.0% | $4,751-69.6% |
| Participant deferral / active EE | $2,291 | $6,938-67.0% | $6,221-63.2% | $6,710-65.9% |
| Admin fee / account holder | $1,786 | $10,708-83.3% | $9,003-80.2% | $11,403-84.3% |