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 | $16,658 | $106,515-84.4% | $96,683-82.8% | $139,434-88.1% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 19.17% | 38.43%-19.3pp | 35.69%-16.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,374 | $4,103-17.8% | $3,737-9.7% | $4,751-29.0% |
| Participant deferral / active EE | $5,192 | $5,454-4.8% | $4,878+6.4% | $6,710-22.6% |
| Admin fee / account holder | $645 | $7,877-91.8% | $6,730-90.4% | $11,403-94.3% |