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 | $17,949 | $106,515-83.1% | $96,683-81.4% | $139,434-87.1% |
| Participation rate | 77.3% | 77.8%-0.6pp | 74.3%+2.9pp | 80.3%-3.0pp |
| Annual return | 14.18% | 38.43%-24.2pp | 35.69%-21.5pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,392 | $4,103-41.7% | $3,737-36.0% | $4,751-49.7% |
| Participant deferral / active EE | $5,178 | $5,454-5.1% | $4,878+6.2% | $6,710-22.8% |
| Admin fee / account holder | $2,255 | $7,877-71.4% | $6,730-66.5% | $11,403-80.2% |