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 | $24,604 | $92,703-73.5% | $82,719-70.3% | $134,475-81.7% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.6%+14.1pp | 81.2%+5.4pp |
| Annual return | 24.89% | 944.92%-920.0pp | 701.18%-676.3pp | 417.96%-393.1pp |
| Employer contribution / active EE | $1,752 | $3,274-46.5% | $3,009-41.8% | $4,740-63.0% |
| Participant deferral / active EE | $7,109 | $4,802+48.0% | $4,395+61.8% | $6,400+11.1% |
| Admin fee / account holder | $2,609 | $5,983-56.4% | $5,329-51.0% | $11,426-77.2% |