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 | $27,996 | $72,071-61.2% | $68,368-59.1% | $137,256-79.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 16.79% | 353.14%-336.4pp | 292.57%-275.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,186 | $2,788-21.6% | $2,649-17.5% | $4,156-47.4% |
| Participant deferral / active EE | $3,664 | $4,410-16.9% | $4,123-11.1% | $6,407-42.8% |
| Admin fee / account holder | $3,643 | $5,336-31.7% | $5,150-29.3% | $12,270-70.3% |