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 | $26,964 | $201,259-86.6% | $184,200-85.4% | $145,959-81.5% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 14.07% | 28.98%-14.9pp | 28.80%-14.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $2,180 | $7,018-68.9% | $6,424-66.1% | $4,661-53.2% |
| Participant deferral / active EE | $6,050 | $9,806-38.3% | $9,132-33.8% | $6,689-9.6% |
| Admin fee / account holder | $1,593 | $16,372-90.3% | $13,907-88.5% | $13,398-88.1% |