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 8-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 | $19,420 | $112,729-82.8% | $98,716-80.3% | $137,256-85.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 10.24% | 38.48%-28.2pp | 31.81%-21.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $2,210 | $2,725-18.9% | $2,279-3.0% | $4,156-46.8% |
| Participant deferral / active EE | $3,170 | $4,640-31.7% | $4,048-21.7% | $6,407-50.5% |
| Admin fee / account holder | $17,178 | $10,129+69.6% | $8,703+97.4% | $12,270+40.0% |