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 6-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 | $37,706 | $159,901-76.4% | $146,958-74.3% | $145,922-74.2% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 15.03% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,117 | $5,286-41.0% | $4,933-36.8% | $4,660-33.1% |
| Participant deferral / active EE | $6,365 | $8,428-24.5% | $8,070-21.1% | $6,688-4.8% |
| Admin fee / account holder | $2,789 | $15,044-81.5% | $12,998-78.5% | $13,397-79.2% |