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 | $8,336 | $100,773-91.7% | $88,946-90.6% | $142,382-94.1% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 15.91% | 70.18%-54.3pp | 57.82%-41.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $356 | $2,918-87.8% | $2,555-86.1% | $4,299-91.7% |
| Participant deferral / active EE | $2,734 | $5,230-47.7% | $4,581-40.3% | $6,507-58.0% |
| Admin fee / account holder | $406 | $9,693-95.8% | $8,261-95.1% | $12,624-96.8% |