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 | $23,044 | $159,901-85.6% | $146,958-84.3% | $145,922-84.2% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 15.36% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,665 | $5,286-30.7% | $4,933-25.7% | $4,660-21.3% |
| Participant deferral / active EE | $3,870 | $8,428-54.1% | $8,070-52.0% | $6,688-42.1% |
| Admin fee / account holder | $1,417 | $15,044-90.6% | $12,998-89.1% | $13,397-89.4% |