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 | $15,365 | $95,561-83.9% | $77,163-80.1% | $139,434-89.0% |
| Participation rate | 72.7% | 73.9%-1.2pp | 69.6%+3.2pp | 80.3%-7.6pp |
| Annual return | 19.72% | 54.92%-35.2pp | 37.87%-18.1pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,105 | $3,147-33.1% | $2,535-17.0% | $4,751-55.7% |
| Participant deferral / active EE | $2,822 | $4,624-39.0% | $3,833-26.4% | $6,710-57.9% |
| Admin fee / account holder | $1,636 | $8,295-80.3% | $5,472-70.1% | $11,403-85.6% |