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 | $24,749 | $172,111-85.6% | $150,298-83.5% | $137,256-82.0% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 20.09% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,314 | $4,636-71.6% | $4,154-68.4% | $4,156-68.4% |
| Participant deferral / active EE | $5,386 | $6,166-12.6% | $5,453-1.2% | $6,407-15.9% |
| Admin fee / account holder | $1,313 | $16,471-92.0% | $14,116-90.7% | $12,270-89.3% |