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 | $18,961 | $114,381-83.4% | $107,525-82.4% | $142,382-86.7% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 13.37% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,671 | $4,015-58.4% | $3,754-55.5% | $4,299-61.1% |
| Participant deferral / active EE | $2,750 | $5,564-50.6% | $5,116-46.2% | $6,507-57.7% |
| Admin fee / account holder | $6,215 | $9,860-37.0% | $8,919-30.3% | $12,624-50.8% |