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 | $21,778 | $95,266-77.1% | $82,389-73.6% | $142,382-84.7% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 17.02% | 25.74%-8.7pp | 28.67%-11.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,630 | $2,991-45.5% | $2,517-35.2% | $4,299-62.1% |
| Participant deferral / active EE | $3,100 | $4,809-35.5% | $4,155-25.4% | $6,507-52.4% |
| Admin fee / account holder | $1,019 | $8,563-88.1% | $7,231-85.9% | $12,624-91.9% |