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 | $29,280 | $140,940-79.2% | $112,229-73.9% | $139,434-79.0% |
| Participation rate | 72.7% | 79.2%-6.5pp | 72.4%+0.3pp | 80.3%-7.6pp |
| Annual return | 23.47% | 32.71%-9.2pp | 30.20%-6.7pp | 372.94%-349.5pp |
| Employer contribution / active EE | $1,798 | $4,283-58.0% | $3,430-47.6% | $4,751-62.1% |
| Participant deferral / active EE | $2,881 | $5,874-51.0% | $4,798-40.0% | $6,710-57.1% |
| Admin fee / account holder | $1,830 | $9,954-81.6% | $7,748-76.4% | $11,403-84.0% |