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 | $30,334 | $114,381-73.5% | $107,525-71.8% | $142,382-78.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.41% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $967 | $4,015-75.9% | $3,754-74.2% | $4,299-77.5% |
| Participant deferral / active EE | $4,602 | $5,564-17.3% | $5,116-10.0% | $6,507-29.3% |
| Admin fee / account holder | $10,510 | $9,860+6.6% | $8,919+17.8% | $12,624-16.7% |