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 8-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 | $17,767 | $99,877-82.2% | $84,966-79.1% | $145,922-87.8% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 12.57% | 83.76%-71.2pp | 66.38%-53.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,444 | $3,231-55.3% | $2,727-47.1% | $4,660-69.0% |
| Participant deferral / active EE | $2,093 | $5,291-60.4% | $4,519-53.7% | $6,688-68.7% |
| Admin fee / account holder | $7,242 | $7,248-0.1% | $6,149+17.8% | $13,397-45.9% |