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 | $21,273 | $88,710-76.0% | $81,783-74.0% | $145,959-85.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 13.38% | 1027.26%-1013.9pp | 775.05%-761.7pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,635 | $3,083-14.5% | $2,913-9.5% | $4,661-43.5% |
| Participant deferral / active EE | $4,752 | $4,645+2.3% | $4,320+10.0% | $6,689-29.0% |
| Admin fee / account holder | $14,072 | $8,407+67.4% | $7,380+90.7% | $13,398+5.0% |