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 | $22,684 | $110,257-79.4% | $96,544-76.5% | $139,434-83.7% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 9.98% | 26.32%-16.3pp | 25.84%-15.9pp | 372.94%-363.0pp |
| Employer contribution / active EE | $1,745 | $3,620-51.8% | $2,965-41.1% | $4,751-63.3% |
| Participant deferral / active EE | $2,322 | $5,548-58.2% | $4,851-52.1% | $6,710-65.4% |
| Admin fee / account holder | $4,942 | $11,591-57.4% | $8,252-40.1% | $11,403-56.7% |