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 | $18,919 | $138,044-86.3% | $125,339-84.9% | $134,475-85.9% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | 5.43% | 750.33%-744.9pp | 572.05%-566.6pp | 417.96%-412.5pp |
| Employer contribution / active EE | $4,231 | $5,243-19.3% | $4,814-12.1% | $4,740-10.7% |
| Participant deferral / active EE | $7,045 | $7,799-9.7% | $7,446-5.4% | $6,400+10.1% |
| Admin fee / account holder | $2,947 | $11,571-74.5% | $10,010-70.6% | $11,426-74.2% |