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 | $19,728 | $56,114-64.8% | $96,139-79.5% | $85,850-77.0% |
| Participation rate | 83.9% | 56.7%+27.2pp | 68.4%+15.4pp | 69.3%+14.6pp |
| Annual return | 13.04% | 42.30%-29.3pp | 191.94%-178.9pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,612 | $1,620-0.5% | $2,797-42.4% | $2,565-37.2% |
| Participant deferral / active EE | $3,690 | $2,859+29.1% | $4,349-15.1% | $3,952-6.6% |
| Admin fee / account holder | $2,559 | $3,768-32.1% | $5,537-53.8% | $6,260-59.1% |