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 | $36,065 | $165,984-78.3% | $164,813-78.1% | $145,922-75.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 14.06% | 100.03%-86.0pp | 69.93%-55.9pp | 561.29%-547.2pp |
| Employer contribution / active EE | $4,555 | $5,273-13.6% | $4,341+4.9% | $4,660-2.2% |
| Participant deferral / active EE | $8,341 | $6,959+19.9% | $6,031+38.3% | $6,688+24.7% |
| Admin fee / account holder | $2,045 | $16,648-87.7% | $12,690-83.9% | $13,397-84.7% |