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 6-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 | $29,930 | $159,901-81.3% | $146,958-79.6% | $145,922-79.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 14.85% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,441 | $5,286-72.7% | $4,933-70.8% | $4,660-69.1% |
| Participant deferral / active EE | $2,647 | $8,428-68.6% | $8,070-67.2% | $6,688-60.4% |
| Admin fee / account holder | $1,236 | $15,044-91.8% | $12,998-90.5% | $13,397-90.8% |