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 | $39,171 | $114,381-65.8% | $107,525-63.6% | $142,382-72.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 29.68% | 242.71%-213.0pp | 181.32%-151.6pp | 217.08%-187.4pp |
| Employer contribution / active EE | $1,177 | $4,015-70.7% | $3,754-68.6% | $4,299-72.6% |
| Participant deferral / active EE | $4,667 | $5,564-16.1% | $5,116-8.8% | $6,507-28.3% |
| Admin fee / account holder | $1,347 | $9,860-86.3% | $8,919-84.9% | $12,624-89.3% |