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 | $24,038 | $148,534-83.8% | $135,903-82.3% | $139,434-82.8% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 23.33% | 79.19%-55.9pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,864 | $5,243-45.4% | $4,856-41.0% | $4,751-39.7% |
| Participant deferral / active EE | $5,422 | $8,100-33.1% | $7,758-30.1% | $6,710-19.2% |
| Admin fee / account holder | $2,619 | $12,400-78.9% | $10,762-75.7% | $11,403-77.0% |