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 | $19,396 | $100,773-80.8% | $88,946-78.2% | $142,382-86.4% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 19.19% | 70.18%-51.0pp | 57.82%-38.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,202 | $2,918+9.8% | $2,555+25.3% | $4,299-25.5% |
| Participant deferral / active EE | $7,852 | $5,230+50.1% | $4,581+71.4% | $6,507+20.7% |
| Admin fee / account holder | $1,788 | $9,693-81.5% | $8,261-78.4% | $12,624-85.8% |