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 | $87,166-75.0% | $76,735-71.6% | $137,256-84.1% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.5%+16.2pp | 80.0%+5.8pp |
| Annual return | 17.02% | 26.50%-9.5pp | 29.77%-12.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,630 | $2,904-43.9% | $2,454-33.6% | $4,156-60.8% |
| Participant deferral / active EE | $3,100 | $4,726-34.4% | $4,088-24.2% | $6,407-51.6% |
| Admin fee / account holder | $1,019 | $8,403-87.9% | $7,189-85.8% | $12,270-91.7% |