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 | $17,178 | $100,773-83.0% | $88,946-80.7% | $142,382-87.9% |
| Participation rate | 72.7% | 74.3%-1.6pp | 68.8%+3.9pp | 80.1%-7.4pp |
| Annual return | 17.01% | 70.18%-53.2pp | 57.82%-40.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $780 | $2,918-73.3% | $2,555-69.5% | $4,299-81.9% |
| Participant deferral / active EE | $1,736 | $5,230-66.8% | $4,581-62.1% | $6,507-73.3% |
| Admin fee / account holder | $1,420 | $9,693-85.4% | $8,261-82.8% | $12,624-88.8% |