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 | $17,113 | $117,983-85.5% | $101,794-83.2% | $142,382-88.0% |
| Participation rate | 95.5% | 74.2%+21.2pp | 69.2%+26.3pp | 80.1%+15.3pp |
| Annual return | 11.42% | 36.92%-25.5pp | 30.53%-19.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,381 | $2,773-50.2% | $2,289-39.6% | $4,299-67.9% |
| Participant deferral / active EE | $3,021 | $4,714-35.9% | $4,084-26.0% | $6,507-53.6% |
| Admin fee / account holder | $13,799 | $10,433+32.3% | $8,777+57.2% | $12,624+9.3% |