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 | $8,156 | $37,426-78.2% | $77,482-89.5% | $79,858-89.8% |
| Participation rate | 72.1% | 41.5%+30.6pp | 54.2%+17.9pp | 69.6%+2.5pp |
| Annual return | 22.31% | 39.70%-17.4pp | 54.79%-32.5pp | 31.71%-9.4pp |
| Employer contribution / active EE | $666 | $637+4.7% | $986-32.4% | $2,471-73.0% |
| Participant deferral / active EE | $1,866 | $1,260+48.1% | $1,861+0.3% | $3,740-50.1% |
| Admin fee / account holder | $490 | $2,504-80.4% | $2,858-82.8% | $5,306-90.8% |