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 | $35,274 | $102,616-65.6% | $81,983-57.0% | $158,922-77.8% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.2%+18.3pp | 82.0%+5.5pp |
| Annual return | 10.01% | 61.04%-51.0pp | 41.31%-31.3pp | 302.83%-292.8pp |
| Employer contribution / active EE | $2,357 | $3,240-27.3% | $2,498-5.7% | $4,761-50.5% |
| Participant deferral / active EE | $6,193 | $4,648+33.2% | $3,722+66.4% | $5,982+3.5% |
| Admin fee / account holder | $1,147 | $8,235-86.1% | $5,664-79.7% | $11,246-89.8% |