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 | $82,574 | $159,901-48.4% | $146,958-43.8% | $145,922-43.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 14.33% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,718 | $5,286-67.5% | $4,933-65.2% | $4,660-63.1% |
| Participant deferral / active EE | $15,456 | $8,428+83.4% | $8,070+91.5% | $6,688+131.1% |
| Admin fee / account holder | $25,339 | $15,044+68.4% | $12,998+94.9% | $13,397+89.1% |