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 | $20,502 | $176,056-88.4% | $159,436-87.1% | $167,490-87.8% |
| Participation rate | 94.1% | 84.9%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 38.56% | 331.75%-293.2pp | 263.57%-225.0pp | 478.56%-440.0pp |
| Employer contribution / active EE | $2,952 | $5,297-44.3% | $4,829-38.9% | $4,837-39.0% |
| Participant deferral / active EE | $5,935 | $7,750-23.4% | $7,352-19.3% | $6,341-6.4% |
| Admin fee / account holder | $1,959 | $12,554-84.4% | $10,799-81.9% | $12,309-84.1% |