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 | $9,635 | $109,817-91.2% | $98,442-90.2% | $167,490-94.2% |
| Participation rate | 70.8% | 75.8%-5.0pp | 73.3%-2.5pp | 82.1%-11.3pp |
| Annual return | 14.69% | 1956.69%-1942.0pp | 1492.73%-1478.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $705 | $3,224-78.1% | $2,960-76.2% | $4,837-85.4% |
| Participant deferral / active EE | $1,119 | $4,673-76.1% | $4,276-73.8% | $6,341-82.4% |
| Admin fee / account holder | $1,438 | $6,753-78.7% | $5,949-75.8% | $12,309-88.3% |