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 | $15,930 | $65,409-75.6% | $98,442-83.8% | $85,850-81.4% |
| Participation rate | 73.1% | 65.0%+8.1pp | 73.3%-0.3pp | 69.3%+3.8pp |
| Annual return | 21.46% | 21.76%-0.3pp | 1492.73%-1471.3pp | 318.53%-297.1pp |
| Employer contribution / active EE | $2,119 | $2,168-2.2% | $2,960-28.4% | $2,565-17.4% |
| Participant deferral / active EE | $3,375 | $3,166+6.6% | $4,276-21.1% | $3,952-14.6% |
| Admin fee / account holder | $893 | $4,593-80.5% | $5,949-85.0% | $6,260-85.7% |