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 | $20,562 | $55,415-62.9% | $155,509-86.8% | $74,495-72.4% |
| Participation rate | 85.4% | 61.9%+23.5pp | 78.2%+7.2pp | 67.2%+18.2pp |
| Annual return | 12.02% | 268.50%-256.5pp | 64.67%-52.6pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,379 | $2,267+4.9% | $4,672-49.1% | $2,623-9.3% |
| Participant deferral / active EE | $2,068 | $2,836-27.1% | $5,626-63.2% | $4,346-52.4% |
| Admin fee / account holder | $605 | $1,738-65.2% | $15,912-96.2% | $1,942-68.8% |