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 | $22,218 | $227,553-90.2% | $189,557-88.3% | $167,490-86.7% |
| Participation rate | 73.3% | 82.5%-9.2pp | 78.4%-5.1pp | 82.1%-8.8pp |
| Annual return | 17.33% | 78.40%-61.1pp | 64.17%-46.8pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,340 | $5,316-74.8% | $4,412-69.6% | $4,837-72.3% |
| Participant deferral / active EE | $3,857 | $7,002-44.9% | $6,174-37.5% | $6,341-39.2% |
| Admin fee / account holder | $929 | $11,878-92.2% | $9,807-90.5% | $12,309-92.5% |