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 | $17,878 | $159,901-88.8% | $146,958-87.8% | $145,922-87.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.26% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,513 | $5,286-71.4% | $4,933-69.3% | $4,660-67.5% |
| Participant deferral / active EE | $3,257 | $8,428-61.4% | $8,070-59.6% | $6,688-51.3% |
| Admin fee / account holder | $1,813 | $15,044-87.9% | $12,998-86.1% | $13,397-86.5% |