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 | $15,989 | $107,334-85.1% | $92,893-82.8% | $152,861-89.5% |
| Participation rate | 73.3% | 79.8%-6.5pp | 76.0%-2.7pp | 82.4%-9.1pp |
| Annual return | 34.00% | 145.58%-111.6pp | 109.41%-75.4pp | 345.32%-311.3pp |
| Employer contribution / active EE | $2,104 | $4,221-50.2% | $3,653-42.4% | $4,762-55.8% |
| Participant deferral / active EE | $4,905 | $4,845+1.2% | $4,236+15.8% | $5,850-16.2% |
| Admin fee / account holder | $340 | $7,079-95.2% | $5,794-94.1% | $11,596-97.1% |