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 | $27,952 | $74,888-62.7% | $71,209-60.7% | $142,382-80.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 18.18% | 345.14%-327.0pp | 282.51%-264.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,752 | $2,854-38.6% | $2,721-35.6% | $4,299-59.2% |
| Participant deferral / active EE | $5,196 | $4,454+16.6% | $4,175+24.4% | $6,507-20.2% |
| Admin fee / account holder | $1,628 | $5,568-70.8% | $5,349-69.6% | $12,624-87.1% |