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 | $10,998 | $105,931-89.6% | $81,930-86.6% | $158,922-93.1% |
| Participation rate | 84.6% | 75.6%+9.0pp | 72.0%+12.6pp | 82.0%+2.7pp |
| Annual return | 34.35% | 38.17%-3.8pp | 29.49%+4.9pp | 302.83%-268.5pp |
| Employer contribution / active EE | $2,428 | $7,800-68.9% | $4,310-43.7% | $4,761-49.0% |
| Participant deferral / active EE | $3,320 | $13,003-74.5% | $7,107-53.3% | $5,982-44.5% |
| Admin fee / account holder | $838 | $8,489-90.1% | $5,158-83.8% | $11,246-92.6% |