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 | $37,863 | $108,919-65.2% | $100,391-62.3% | $145,922-74.1% |
| Participation rate | 90.0% | 82.9%+7.1pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 19.34% | 57.88%-38.5pp | 49.20%-29.9pp | 561.29%-541.9pp |
| Employer contribution / active EE | $2,040 | $4,419-53.8% | $3,942-48.2% | $4,660-56.2% |
| Participant deferral / active EE | $6,568 | $8,445-22.2% | $8,082-18.7% | $6,688-1.8% |
| Admin fee / account holder | $2,232 | $9,689-77.0% | $7,899-71.7% | $13,397-83.3% |