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 | $21,816 | $104,907-79.2% | $84,611-74.2% | $152,861-85.7% |
| Participation rate | 95.8% | 74.8%+21.0pp | 68.2%+27.6pp | 82.4%+13.4pp |
| Annual return | 13.44% | 373.79%-360.3pp | 258.74%-245.3pp | 345.32%-331.9pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,980 | $4,688+6.2% | $3,899+27.7% | $5,850-14.9% |
| Admin fee / account holder | $1,564 | $6,241-74.9% | $4,912-68.2% | $11,596-86.5% |