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 | $28,899 | $100,773-71.3% | $88,946-67.5% | $142,382-79.7% |
| Participation rate | 88.2% | 74.3%+13.9pp | 68.8%+19.4pp | 80.1%+8.1pp |
| Annual return | 21.51% | 70.18%-48.7pp | 57.82%-36.3pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,964 | $2,918-32.7% | $2,555-23.1% | $4,299-54.3% |
| Participant deferral / active EE | $3,103 | $5,230-40.7% | $4,581-32.3% | $6,507-52.3% |
| Admin fee / account holder | $5,324 | $9,693-45.1% | $8,261-35.6% | $12,624-57.8% |