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 | $109,904-78.6% | $97,167-75.8% | $145,959-83.9% |
| Participation rate | 87.0% | 75.9%+11.0pp | 72.7%+14.3pp | 80.3%+6.7pp |
| Annual return | 21.23% | 243.43%-222.2pp | 75.27%-54.0pp | 561.95%-540.7pp |
| Employer contribution / active EE | $1,566 | $3,084-49.2% | $2,729-42.6% | $4,661-66.4% |
| Participant deferral / active EE | $4,313 | $4,676-7.8% | $4,264+1.2% | $6,689-35.5% |
| Admin fee / account holder | $3,833 | $6,216-38.3% | $5,650-32.2% | $13,398-71.4% |