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 | $14,708 | $106,515-86.2% | $96,683-84.8% | $139,434-89.5% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 15.79% | 38.43%-22.6pp | 35.69%-19.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,465 | $4,103-64.3% | $3,737-60.8% | $4,751-69.2% |
| Participant deferral / active EE | $1,708 | $5,454-68.7% | $4,878-65.0% | $6,710-74.6% |
| Admin fee / account holder | $1,092 | $7,877-86.1% | $6,730-83.8% | $11,403-90.4% |