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 | $42,685 | $159,934-73.3% | $147,005-71.0% | $145,959-70.8% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 10.78% | 98.24%-87.5pp | 418.76%-408.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $3,677 | $5,287-30.5% | $4,934-25.5% | $4,661-21.1% |
| Participant deferral / active EE | $5,992 | $8,427-28.9% | $8,070-25.8% | $6,689-10.4% |
| Admin fee / account holder | $35,762 | $15,053+137.6% | $13,006+175.0% | $13,398+166.9% |