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 3-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 | $13,211 | $177,572-92.6% | $154,803-91.5% | $142,382-90.7% |
| Participation rate | 82.6% | 82.1%+0.6pp | 78.1%+4.5pp | 80.1%+2.5pp |
| Annual return | 24.56% | 65.07%-40.5pp | 58.88%-34.3pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,007 | $4,810-58.3% | $4,305-53.4% | $4,299-53.3% |
| Participant deferral / active EE | $5,000 | $6,272-20.3% | $5,540-9.8% | $6,507-23.2% |
| Admin fee / account holder | $1,248 | $16,786-92.6% | $14,329-91.3% | $12,624-90.1% |