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 | $21,629 | $95,266-77.3% | $82,389-73.7% | $142,382-84.8% |
| Participation rate | 95.5% | 74.5%+21.0pp | 69.5%+25.9pp | 80.1%+15.3pp |
| Annual return | 18.94% | 25.74%-6.8pp | 28.67%-9.7pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,107 | $2,991-63.0% | $2,517-56.0% | $4,299-74.2% |
| Participant deferral / active EE | $2,444 | $4,809-49.2% | $4,155-41.2% | $6,507-62.4% |
| Admin fee / account holder | $1,563 | $8,563-81.7% | $7,231-78.4% | $12,624-87.6% |