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 | $19,348 | $62,573-69.1% | $85,682-77.4% | $85,850-77.5% |
| Participation rate | 77.6% | 61.1%+16.5pp | 69.9%+7.8pp | 69.3%+8.3pp |
| Annual return | 13.15% | 23.77%-10.6pp | 21.49%-8.3pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,606 | $1,757-8.6% | $2,618-38.7% | $2,565-37.4% |
| Participant deferral / active EE | $2,325 | $2,802-17.0% | $3,923-40.7% | $3,952-41.2% |
| Admin fee / account holder | $1,214 | $4,640-73.8% | $6,873-82.3% | $6,260-80.6% |