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 | $26,450 | $111,535-76.3% | $105,223-74.9% | $137,256-80.7% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 18.20% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,074 | $3,939-22.0% | $3,689-16.6% | $4,156-26.0% |
| Participant deferral / active EE | $4,081 | $5,500-25.8% | $5,072-19.5% | $6,407-36.3% |
| Admin fee / account holder | $7,890 | $9,721-18.8% | $8,859-10.9% | $12,270-35.7% |