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 | $21,012 | $95,266-77.9% | $82,389-74.5% | $142,382-85.2% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 16.80% | 25.74%-8.9pp | 28.67%-11.9pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,214 | $2,991-59.4% | $2,517-51.8% | $4,299-71.8% |
| Participant deferral / active EE | $2,664 | $4,809-44.6% | $4,155-35.9% | $6,507-59.1% |
| Admin fee / account holder | $4,643 | $8,563-45.8% | $7,231-35.8% | $12,624-63.2% |