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 6-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 | $22,831 | $106,515-78.6% | $96,683-76.4% | $139,434-83.6% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.3%+2.1pp | 80.3%-3.8pp |
| Annual return | 22.57% | 38.43%-15.9pp | 35.69%-13.1pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,710 | $4,103-33.9% | $3,737-27.5% | $4,751-43.0% |
| Participant deferral / active EE | $3,520 | $5,454-35.5% | $4,878-27.8% | $6,710-47.5% |
| Admin fee / account holder | $2,992 | $7,877-62.0% | $6,730-55.5% | $11,403-73.8% |