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 | $23,327 | $111,754-79.1% | $103,333-77.4% | $145,922-84.0% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 11.43% | 24.77%-13.3pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,324 | $4,212-68.6% | $3,868-65.8% | $4,660-71.6% |
| Participant deferral / active EE | $2,691 | $5,619-52.1% | $5,057-46.8% | $6,688-59.8% |
| Admin fee / account holder | $5,826 | $9,750-40.2% | $8,355-30.3% | $13,397-56.5% |