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 | $16,995 | $39,019-56.4% | $80,716-78.9% | $85,850-80.2% |
| Participation rate | 92.5% | 41.5%+51.0pp | 54.2%+38.3pp | 69.3%+23.2pp |
| Annual return | 17.45% | 26.27%-8.8pp | 87.28%-69.8pp | 318.53%-301.1pp |
| Employer contribution / active EE | $2,144 | $722+197.0% | $1,160+84.8% | $2,565-16.4% |
| Participant deferral / active EE | $1,904 | $1,326+43.7% | $2,146-11.2% | $3,952-51.8% |
| Admin fee / account holder | $397 | $2,431-83.7% | $3,380-88.2% | $6,260-93.7% |