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 | $31,607 | $100,773-68.6% | $88,946-64.5% | $142,382-77.8% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 18.86% | 70.18%-51.3pp | 57.82%-39.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,401 | $2,918-52.0% | $2,555-45.2% | $4,299-67.4% |
| Participant deferral / active EE | $2,395 | $5,230-54.2% | $4,581-47.7% | $6,507-63.2% |
| Admin fee / account holder | $1,441 | $9,693-85.1% | $8,261-82.6% | $12,624-88.6% |