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 | $16,160 | $96,484-83.3% | $75,886-78.7% | $152,861-89.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.3%+18.2pp | 82.4%+5.1pp |
| Annual return | 25.67% | 33.98%-8.3pp | 30.76%-5.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,743 | $3,309-47.3% | $2,500-30.3% | $4,762-63.4% |
| Participant deferral / active EE | $3,566 | $4,553-21.7% | $3,603-1.0% | $5,850-39.0% |
| Admin fee / account holder | $1,532 | $8,078-81.0% | $5,418-71.7% | $11,596-86.8% |