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 | $43,529 | $111,754-61.0% | $103,333-57.9% | $145,922-70.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 12.60% | 24.77%-12.2pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,884 | $4,212-31.5% | $3,868-25.4% | $4,660-38.1% |
| Participant deferral / active EE | $8,826 | $5,619+57.1% | $5,057+74.5% | $6,688+32.0% |
| Admin fee / account holder | $1,895 | $9,750-80.6% | $8,355-77.3% | $13,397-85.9% |