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 6-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 | $7,748 | $74,888-89.7% | $71,209-89.1% | $142,382-94.6% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 16.97% | 345.14%-328.2pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,206 | $2,854-57.7% | $2,721-55.7% | $4,299-71.9% |
| Participant deferral / active EE | $1,473 | $4,454-66.9% | $4,175-64.7% | $6,507-77.4% |
| Admin fee / account holder | $1,339 | $5,568-75.9% | $5,349-75.0% | $12,624-89.4% |