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 6-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 | $23,804 | $140,940-83.1% | $112,229-78.8% | $139,434-82.9% |
| Participation rate | 86.4% | 79.2%+7.2pp | 72.4%+13.9pp | 80.3%+6.0pp |
| Annual return | 21.42% | 32.71%-11.3pp | 30.20%-8.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,844 | $4,283-33.6% | $3,430-17.1% | $4,751-40.1% |
| Participant deferral / active EE | $4,897 | $5,874-16.6% | $4,798+2.1% | $6,710-27.0% |
| Admin fee / account holder | $4,751 | $9,954-52.3% | $7,748-38.7% | $11,403-58.3% |