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 5-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 | $24,173 | $159,901-84.9% | $146,958-83.6% | $145,922-83.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 14.53% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,975 | $5,286-43.7% | $4,933-39.7% | $4,660-36.1% |
| Participant deferral / active EE | $3,909 | $8,428-53.6% | $8,070-51.6% | $6,688-41.5% |
| Admin fee / account holder | $2,629 | $15,044-82.5% | $12,998-79.8% | $13,397-80.4% |