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 | $23,541 | $109,982-78.6% | $97,226-75.8% | $145,922-83.9% |
| Participation rate | 87.0% | 75.9%+11.0pp | 72.7%+14.3pp | 80.3%+6.7pp |
| Annual return | 21.23% | 242.90%-221.7pp | 75.13%-53.9pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,566 | $3,084-49.2% | $2,729-42.6% | $4,660-66.4% |
| Participant deferral / active EE | $4,313 | $4,676-7.8% | $4,264+1.1% | $6,688-35.5% |
| Admin fee / account holder | $3,833 | $6,221-38.4% | $5,654-32.2% | $13,397-71.4% |