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 | $28,201 | $78,672-64.2% | $109,143-74.2% | $85,850-67.2% |
| Participation rate | 97.0% | 68.3%+28.7pp | 75.9%+21.1pp | 69.3%+27.7pp |
| Annual return | 17.27% | 25.09%-7.8pp | 25.75%-8.5pp | 318.53%-301.3pp |
| Employer contribution / active EE | $5,349 | $2,735+95.6% | $3,722+43.7% | $2,565+108.5% |
| Participant deferral / active EE | $4,921 | $3,467+41.9% | $4,653+5.8% | $3,952+24.5% |
| Admin fee / account holder | $517 | $5,469-90.6% | $6,752-92.3% | $6,260-91.7% |