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 | $31,181 | $228,332-86.3% | $185,823-83.2% | $158,922-80.4% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 7.11% | 40.80%-33.7pp | 35.95%-28.8pp | 302.83%-295.7pp |
| Employer contribution / active EE | $805 | $4,967-83.8% | $4,087-80.3% | $4,761-83.1% |
| Participant deferral / active EE | $1,833 | $6,415-71.4% | $5,632-67.5% | $5,982-69.4% |
| Admin fee / account holder | $572 | $11,864-95.2% | $9,500-94.0% | $11,246-94.9% |