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 | $19,687 | $104,974-81.2% | $95,585-79.4% | $142,382-86.2% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.1%+12.1pp | 80.1%+4.1pp |
| Annual return | 25.99% | 210.33%-184.3pp | 38.56%-12.6pp | 217.08%-191.1pp |
| Employer contribution / active EE | $2,058 | $2,779-25.9% | $2,527-18.5% | $4,299-52.1% |
| Participant deferral / active EE | $3,581 | $4,352-17.7% | $4,023-11.0% | $6,507-45.0% |
| Admin fee / account holder | $1,470 | $6,386-77.0% | $6,127-76.0% | $12,624-88.4% |