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 | $26,031 | $226,064-88.5% | $182,532-85.7% | $152,861-83.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 14.75% | 192.51%-177.8pp | 148.54%-133.8pp | 345.32%-330.6pp |
| Employer contribution / active EE | $963 | $4,978-80.7% | $4,076-76.4% | $4,762-79.8% |
| Participant deferral / active EE | $2,069 | $6,368-67.5% | $5,524-62.6% | $5,850-64.6% |
| Admin fee / account holder | $482 | $10,703-95.5% | $8,592-94.4% | $11,596-95.8% |