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 6-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 | $15,634 | $111,754-86.0% | $103,333-84.9% | $145,922-89.3% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 10.77% | 24.77%-14.0pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,961 | $4,212-53.4% | $3,868-49.3% | $4,660-57.9% |
| Participant deferral / active EE | $2,765 | $5,619-50.8% | $5,057-45.3% | $6,688-58.7% |
| Admin fee / account holder | $1,563 | $9,750-84.0% | $8,355-81.3% | $13,397-88.3% |