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 | $201,272-86.6% | $184,203-85.4% | $145,922-81.5% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 14.07% | 29.00%-14.9pp | 28.81%-14.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,180 | $7,022-69.0% | $6,427-66.1% | $4,660-53.2% |
| Participant deferral / active EE | $6,050 | $9,806-38.3% | $9,131-33.7% | $6,688-9.5% |
| Admin fee / account holder | $1,593 | $16,364-90.3% | $13,901-88.5% | $13,397-88.1% |