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 | $26,852 | $110,257-75.6% | $96,544-72.2% | $139,434-80.7% |
| Participation rate | 95.7% | 78.1%+17.6pp | 76.0%+19.7pp | 80.3%+15.3pp |
| Annual return | 25.59% | 26.32%-0.7pp | 25.84%-0.3pp | 372.94%-347.4pp |
| Employer contribution / active EE | $2,390 | $3,620-34.0% | $2,965-19.4% | $4,751-49.7% |
| Participant deferral / active EE | $4,493 | $5,548-19.0% | $4,851-7.4% | $6,710-33.0% |
| Admin fee / account holder | $981 | $11,591-91.5% | $8,252-88.1% | $11,403-91.4% |