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 | $30,401 | $115,770-73.7% | $101,248-70.0% | $158,922-80.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 38.18% | 56.14%-18.0pp | 46.47%-8.3pp | 302.83%-264.6pp |
| Employer contribution / active EE | $1,345 | $4,175-67.8% | $3,660-63.2% | $4,761-71.7% |
| Participant deferral / active EE | $3,381 | $4,957-31.8% | $4,370-22.6% | $5,982-43.5% |
| Admin fee / account holder | $1,669 | $7,245-77.0% | $5,945-71.9% | $11,246-85.2% |