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 | $87,166-85.9% | $76,735-84.0% | $137,256-91.1% |
| Participation rate | 73.7% | 74.4%-0.7pp | 69.5%+4.2pp | 80.0%-6.3pp |
| Annual return | 18.73% | 26.50%-7.8pp | 29.77%-11.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $685 | $2,904-76.4% | $2,454-72.1% | $4,156-83.5% |
| Participant deferral / active EE | $2,018 | $4,726-57.3% | $4,088-50.6% | $6,407-68.5% |
| Admin fee / account holder | $457 | $8,403-94.6% | $7,189-93.6% | $12,270-96.3% |