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 8-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 | $16,991 | $148,534-88.6% | $135,903-87.5% | $139,434-87.8% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 27.54% | 79.19%-51.6pp | 68.23%-40.7pp | 372.94%-345.4pp |
| Employer contribution / active EE | $2,489 | $5,243-52.5% | $4,856-48.7% | $4,751-47.6% |
| Participant deferral / active EE | $3,853 | $8,100-52.4% | $7,758-50.3% | $6,710-42.6% |
| Admin fee / account holder | $1,233 | $12,400-90.1% | $10,762-88.5% | $11,403-89.2% |