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 | $22,694 | $228,332-90.1% | $185,823-87.8% | $158,922-85.7% |
| Participation rate | 95.2% | 82.3%+12.9pp | 78.0%+17.2pp | 82.0%+13.3pp |
| Annual return | 16.79% | 40.80%-24.0pp | 35.95%-19.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,259 | $4,967-74.7% | $4,087-69.2% | $4,761-73.6% |
| Participant deferral / active EE | $5,602 | $6,415-12.7% | $5,632-0.5% | $5,982-6.4% |
| Admin fee / account holder | $823 | $11,864-93.1% | $9,500-91.3% | $11,246-92.7% |