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 9-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 | $12,682 | $105,931-88.0% | $81,930-84.5% | $158,922-92.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 15.96% | 38.17%-22.2pp | 29.49%-13.5pp | 302.83%-286.9pp |
| Employer contribution / active EE | $951 | $7,800-87.8% | $4,310-77.9% | $4,761-80.0% |
| Participant deferral / active EE | $1,043 | $13,003-92.0% | $7,107-85.3% | $5,982-82.6% |
| Admin fee / account holder | $1,265 | $8,489-85.1% | $5,158-75.5% | $11,246-88.7% |