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 | $63,675 | $165,984-61.6% | $164,813-61.4% | $145,922-56.4% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 15.67% | 100.03%-84.4pp | 69.93%-54.3pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,196 | $5,273-39.4% | $4,341-26.4% | $4,660-31.4% |
| Participant deferral / active EE | $4,500 | $6,959-35.3% | $6,031-25.4% | $6,688-32.7% |
| Admin fee / account holder | $1,398 | $16,648-91.6% | $12,690-89.0% | $13,397-89.6% |