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 8-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 | $9,741 | $74,888-87.0% | $71,209-86.3% | $142,382-93.2% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 13.22% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $835 | $2,854-70.7% | $2,721-69.3% | $4,299-80.6% |
| Participant deferral / active EE | $1,355 | $4,454-69.6% | $4,175-67.5% | $6,507-79.2% |
| Admin fee / account holder | $975 | $5,568-82.5% | $5,349-81.8% | $12,624-92.3% |