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 | $12,274 | $95,266-87.1% | $82,389-85.1% | $142,382-91.4% |
| Participation rate | 73.7% | 74.5%-0.8pp | 69.5%+4.1pp | 80.1%-6.4pp |
| Annual return | 18.73% | 25.74%-7.0pp | 28.67%-9.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $685 | $2,991-77.1% | $2,517-72.8% | $4,299-84.1% |
| Participant deferral / active EE | $2,018 | $4,809-58.0% | $4,155-51.4% | $6,507-69.0% |
| Admin fee / account holder | $457 | $8,563-94.7% | $7,231-93.7% | $12,624-96.4% |