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 9-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 | $17,084 | $105,931-83.9% | $81,930-79.1% | $158,922-89.2% |
| Participation rate | 77.8% | 75.6%+2.2pp | 72.0%+5.8pp | 82.0%-4.2pp |
| Annual return | 15.14% | 38.17%-23.0pp | 29.49%-14.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,826 | $7,800-76.6% | $4,310-57.6% | $4,761-61.6% |
| Participant deferral / active EE | $2,776 | $13,003-78.7% | $7,107-60.9% | $5,982-53.6% |
| Admin fee / account holder | $1,810 | $8,489-78.7% | $5,158-64.9% | $11,246-83.9% |