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 8-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 | $25,838 | $107,334-75.9% | $92,893-72.2% | $152,861-83.1% |
| Participation rate | 85.0% | 79.8%+5.2pp | 76.0%+9.0pp | 82.4%+2.6pp |
| Annual return | 30.29% | 145.58%-115.3pp | 109.41%-79.1pp | 345.32%-315.0pp |
| Employer contribution / active EE | $1,930 | $4,221-54.3% | $3,653-47.2% | $4,762-59.5% |
| Participant deferral / active EE | $3,887 | $4,845-19.8% | $4,236-8.2% | $5,850-33.6% |
| Admin fee / account holder | $1,793 | $7,079-74.7% | $5,794-69.1% | $11,596-84.5% |