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 | $17,582 | $172,111-89.8% | $150,298-88.3% | $137,256-87.2% |
| Participation rate | 76.2% | 81.7%-5.5pp | 77.8%-1.6pp | 80.0%-3.8pp |
| Annual return | 19.36% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,278 | $4,636-72.4% | $4,154-69.2% | $4,156-69.3% |
| Participant deferral / active EE | $2,440 | $6,166-60.4% | $5,453-55.2% | $6,407-61.9% |
| Admin fee / account holder | $10,829 | $16,471-34.3% | $14,116-23.3% | $12,270-11.7% |