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 | $19,667 | $115,770-83.0% | $101,248-80.6% | $158,922-87.6% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 19.09% | 56.14%-37.1pp | 46.47%-27.4pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,877 | $4,175-55.0% | $3,660-48.7% | $4,761-60.6% |
| Participant deferral / active EE | $4,457 | $4,957-10.1% | $4,370+2.0% | $5,982-25.5% |
| Admin fee / account holder | $505 | $7,245-93.0% | $5,945-91.5% | $11,246-95.5% |