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 5-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 | $14,721 | $111,754-86.8% | $103,333-85.8% | $145,922-89.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 14.00% | 24.77%-10.8pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,257 | $4,212-70.2% | $3,868-67.5% | $4,660-73.0% |
| Participant deferral / active EE | $3,478 | $5,619-38.1% | $5,057-31.2% | $6,688-48.0% |
| Admin fee / account holder | $1,932 | $9,750-80.2% | $8,355-76.9% | $13,397-85.6% |