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 | $13,175 | $111,724-88.2% | $93,606-85.9% | $145,922-91.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.94% | 202.98%-190.0pp | 133.20%-120.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,766 | $3,090-42.8% | $2,420-27.0% | $4,660-62.1% |
| Participant deferral / active EE | $1,192 | $4,912-75.7% | $4,411-73.0% | $6,688-82.2% |
| Admin fee / account holder | $1,366 | $10,250-86.7% | $8,285-83.5% | $13,397-89.8% |