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 8-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 | $24,995 | $138,065-81.9% | $123,544-79.8% | $135,375-81.5% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | 1.20% | 153.68%-152.5pp | 119.20%-118.0pp | 519.73%-518.5pp |
| Employer contribution / active EE | $3,392 | $5,151-34.2% | $4,628-26.7% | $4,779-29.0% |
| Participant deferral / active EE | $6,208 | $6,799-8.7% | $6,426-3.4% | $5,609+10.7% |
| Admin fee / account holder | $6,207 | $10,916-43.1% | $9,284-33.1% | $10,827-42.7% |