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 | $26,381 | $99,877-73.6% | $84,966-69.0% | $145,922-81.9% |
| Participation rate | 93.8% | 74.1%+19.7pp | 67.5%+26.2pp | 80.3%+13.5pp |
| Annual return | 13.00% | 83.76%-70.8pp | 66.38%-53.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $3,042 | $3,231-5.9% | $2,727+11.5% | $4,660-34.7% |
| Participant deferral / active EE | $4,988 | $5,291-5.7% | $4,519+10.4% | $6,688-25.4% |
| Admin fee / account holder | $1,852 | $7,248-74.5% | $6,149-69.9% | $13,397-86.2% |