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 | $24,309 | $106,515-77.2% | $96,683-74.9% | $139,434-82.6% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 12.46% | 38.43%-26.0pp | 35.69%-23.2pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,763 | $4,103-57.0% | $3,737-52.8% | $4,751-62.9% |
| Participant deferral / active EE | $5,113 | $5,454-6.2% | $4,878+4.8% | $6,710-23.8% |
| Admin fee / account holder | $11,170 | $7,877+41.8% | $6,730+66.0% | $11,403-2.0% |