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 | $20,072 | $95,266-78.9% | $82,389-75.6% | $142,382-85.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 18.37% | 25.74%-7.4pp | 28.67%-10.3pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,575 | $2,991-13.9% | $2,517+2.3% | $4,299-40.1% |
| Participant deferral / active EE | $6,980 | $4,809+45.1% | $4,155+68.0% | $6,507+7.3% |
| Admin fee / account holder | $1,555 | $8,563-81.8% | $7,231-78.5% | $12,624-87.7% |