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 | $17,758 | $99,877-82.2% | $84,966-79.1% | $145,922-87.8% |
| Participation rate | 84.6% | 74.1%+10.5pp | 67.5%+17.1pp | 80.3%+4.3pp |
| Annual return | 11.33% | 83.76%-72.4pp | 66.38%-55.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,982 | $3,231-38.7% | $2,727-27.3% | $4,660-57.5% |
| Participant deferral / active EE | $4,817 | $5,291-8.9% | $4,519+6.6% | $6,688-28.0% |
| Admin fee / account holder | $3,398 | $7,248-53.1% | $6,149-44.7% | $13,397-74.6% |