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 | $17,457 | $77,314-77.4% | $177,989-90.2% | $80,856-78.4% |
| Participation rate | 90.7% | 65.7%+25.0pp | 77.1%+13.6pp | 67.6%+23.0pp |
| Annual return | 16.47% | 18.09%-1.6pp | 294.48%-278.0pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,546 | $2,292+11.1% | $3,949-35.5% | $2,755-7.6% |
| Participant deferral / active EE | $2,182 | $4,411-50.5% | $6,276-65.2% | $4,296-49.2% |
| Admin fee / account holder | $1,979 | $7,191-72.5% | $10,363-80.9% | $6,918-71.4% |