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 | $27,212 | $109,327-75.1% | $89,391-69.6% | $158,922-82.9% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 23.59% | 345.68%-322.1pp | 245.62%-222.0pp | 302.83%-279.2pp |
| Employer contribution / active EE | $3,050 | $3,170-3.8% | $2,586+18.0% | $4,761-35.9% |
| Participant deferral / active EE | $8,098 | $4,598+76.1% | $3,890+108.2% | $5,982+35.4% |
| Admin fee / account holder | $1,591 | $6,153-74.1% | $4,881-67.4% | $11,246-85.9% |