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 | $24,425 | $159,901-84.7% | $146,958-83.4% | $145,922-83.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 14.19% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,028 | $5,286-80.5% | $4,933-79.2% | $4,660-77.9% |
| Participant deferral / active EE | $5,100 | $8,428-39.5% | $8,070-36.8% | $6,688-23.7% |
| Admin fee / account holder | $1,896 | $15,044-87.4% | $12,998-85.4% | $13,397-85.8% |