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 9-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 | $24,837 | $107,015-76.8% | $73,545-66.2% | $147,584-83.2% |
| Participation rate | 89.5% | 66.4%+23.1pp | 54.9%+34.5pp | 82.8%+6.6pp |
| Annual return | 15.41% | 38.25%-22.8pp | -15.16%+30.6pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,141 | $1,760+78.4% | $1,219+157.6% | $4,876-35.6% |
| Participant deferral / active EE | $1,834 | $2,462-25.5% | $1,806+1.5% | $5,439-66.3% |
| Admin fee / account holder | $1,385 | $3,055-54.7% | $2,320-40.3% | $10,885-87.3% |