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 | $28,557 | $111,535-74.4% | $105,223-72.9% | $137,256-79.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 16.88% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,701 | $3,939-56.8% | $3,689-53.9% | $4,156-59.1% |
| Participant deferral / active EE | $3,474 | $5,500-36.8% | $5,072-31.5% | $6,407-45.8% |
| Admin fee / account holder | $629 | $9,721-93.5% | $8,859-92.9% | $12,270-94.9% |