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 | $97,125-80.0% | $86,233-77.5% | $137,256-85.9% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.0%+22.6pp | 80.0%+11.7pp |
| Annual return | 19.19% | 74.19%-55.0pp | 61.39%-42.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,202 | $2,841+12.7% | $2,504+27.9% | $4,156-22.9% |
| Participant deferral / active EE | $7,852 | $5,180+51.6% | $4,559+72.2% | $6,407+22.6% |
| Admin fee / account holder | $1,788 | $9,725-81.6% | $8,342-78.6% | $12,270-85.4% |