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 | $21,950 | $115,708-81.0% | $65,255-66.4% | $139,434-84.3% |
| Participation rate | 85.7% | 67.8%+17.9pp | 65.0%+20.8pp | 80.3%+5.4pp |
| Annual return | 18.92% | 31.19%-12.3pp | 47.35%-28.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,570 | $2,599-39.6% | $1,691-7.2% | $4,751-67.0% |
| Participant deferral / active EE | $1,953 | $4,240-53.9% | $2,831-31.0% | $6,710-70.9% |
| Admin fee / account holder | $3,009 | $6,698-55.1% | $4,112-26.8% | $11,403-73.6% |