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 | $31,293 | $99,877-68.7% | $84,966-63.2% | $145,922-78.6% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+22.0pp | 80.3%+9.2pp |
| Annual return | 17.66% | 83.76%-66.1pp | 66.38%-48.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,536 | $3,231-21.5% | $2,727-7.0% | $4,660-45.6% |
| Participant deferral / active EE | $5,729 | $5,291+8.3% | $4,519+26.8% | $6,688-14.3% |
| Admin fee / account holder | $4,786 | $7,248-34.0% | $6,149-22.2% | $13,397-64.3% |