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 9-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 | $20,823 | $57,354-63.7% | $83,848-75.2% | $64,186-67.6% |
| Participation rate | 88.7% | 68.6%+20.1pp | 76.1%+12.5pp | 69.6%+19.1pp |
| Annual return | 24.67% | 11.38%+13.3pp | 850.88%-826.2pp | 7.63%+17.0pp |
| Employer contribution / active EE | $2,053 | $2,545-19.3% | $3,631-43.5% | $2,381-13.8% |
| Participant deferral / active EE | $5,031 | $2,993+68.1% | $4,082+23.3% | $3,470+45.0% |
| Admin fee / account holder | $2,709 | $4,046-33.0% | $5,478-50.5% | $4,888-44.6% |