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 6-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 | $28,903 | $140,940-79.5% | $112,229-74.2% | $139,434-79.3% |
| Participation rate | 72.7% | 79.2%-6.5pp | 72.4%+0.3pp | 80.3%-7.6pp |
| Annual return | 17.69% | 32.71%-15.0pp | 30.20%-12.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,557 | $4,283-63.6% | $3,430-54.6% | $4,751-67.2% |
| Participant deferral / active EE | $2,693 | $5,874-54.1% | $4,798-43.9% | $6,710-59.9% |
| Admin fee / account holder | $483 | $9,954-95.1% | $7,748-93.8% | $11,403-95.8% |