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 | $21,105 | $112,729-81.3% | $98,716-78.6% | $137,256-84.6% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.3%+12.5pp | 80.0%+1.9pp |
| Annual return | 17.41% | 38.48%-21.1pp | 31.81%-14.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,270 | $2,725-53.4% | $2,279-44.3% | $4,156-69.4% |
| Participant deferral / active EE | $1,620 | $4,640-65.1% | $4,048-60.0% | $6,407-74.7% |
| Admin fee / account holder | $6,808 | $10,129-32.8% | $8,703-21.8% | $12,270-44.5% |