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 | $18,542 | $111,535-83.4% | $105,223-82.4% | $137,256-86.5% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 17.80% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,767 | $3,939-55.1% | $3,689-52.1% | $4,156-57.5% |
| Participant deferral / active EE | $2,798 | $5,500-49.1% | $5,072-44.8% | $6,407-56.3% |
| Admin fee / account holder | $1,429 | $9,721-85.3% | $8,859-83.9% | $12,270-88.4% |