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 | $17,716 | $95,266-81.4% | $82,389-78.5% | $142,382-87.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 18.57% | 25.74%-7.2pp | 28.67%-10.1pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,916 | $2,991-35.9% | $2,517-23.9% | $4,299-55.4% |
| Participant deferral / active EE | $2,848 | $4,809-40.8% | $4,155-31.5% | $6,507-56.2% |
| Admin fee / account holder | $2,863 | $8,563-66.6% | $7,231-60.4% | $12,624-77.3% |