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 | $17,280 | $69,207-75.0% | $64,056-73.0% | $139,434-87.6% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 18.59% | 45.88%-27.3pp | 33.69%-15.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $920 | $3,182-71.1% | $2,747-66.5% | $4,751-80.6% |
| Participant deferral / active EE | $1,435 | $4,682-69.3% | $3,880-63.0% | $6,710-78.6% |
| Admin fee / account holder | $3,079 | $4,244-27.5% | $3,068+0.3% | $11,403-73.0% |