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 4-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 | $15,911 | $202,432-92.1% | $169,368-90.6% | $139,434-88.6% |
| Participation rate | 85.0% | 81.1%+3.9pp | 77.1%+7.9pp | 80.3%+4.7pp |
| Annual return | 22.58% | 531.74%-509.2pp | 405.60%-383.0pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,456 | $4,692-47.7% | $4,013-38.8% | $4,751-48.3% |
| Participant deferral / active EE | $4,385 | $6,938-36.8% | $6,221-29.5% | $6,710-34.6% |
| Admin fee / account holder | $2,342 | $10,708-78.1% | $9,003-74.0% | $11,403-79.5% |