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 | $23,676 | $73,933-68.0% | $96,683-75.5% | $75,163-68.5% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.3%+18.0pp | 67.2%+25.1pp |
| Annual return | 21.53% | 26.70%-5.2pp | 35.69%-14.2pp | 160.62%-139.1pp |
| Employer contribution / active EE | $2,563 | $2,928-12.5% | $3,737-31.4% | $2,670-4.0% |
| Participant deferral / active EE | $4,143 | $3,659+13.2% | $4,878-15.1% | $4,125+0.4% |
| Admin fee / account holder | $958 | $5,216-81.6% | $6,730-85.8% | $5,651-83.1% |