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 | $8,358 | $115,708-92.8% | $65,255-87.2% | $139,434-94.0% |
| Participation rate | 80.0% | 67.8%+12.2pp | 65.0%+15.0pp | 80.3%-0.3pp |
| Annual return | 19.93% | 31.19%-11.3pp | 47.35%-27.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,385 | $2,599-46.7% | $1,691-18.1% | $4,751-70.8% |
| Participant deferral / active EE | $1,754 | $4,240-58.6% | $2,831-38.0% | $6,710-73.9% |
| Admin fee / account holder | $1,400 | $6,698-79.1% | $4,112-65.9% | $11,403-87.7% |