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 | $22,423 | $148,534-84.9% | $135,903-83.5% | $139,434-83.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.89% | 79.19%-60.3pp | 68.23%-49.3pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,425 | $5,243-53.8% | $4,856-50.1% | $4,751-49.0% |
| Participant deferral / active EE | $10,434 | $8,100+28.8% | $7,758+34.5% | $6,710+55.5% |
| Admin fee / account holder | $6,569 | $12,400-47.0% | $10,762-39.0% | $11,403-42.4% |