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 | $18,194 | $159,901-88.6% | $146,958-87.6% | $145,922-87.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.07% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,009 | $5,286-62.0% | $4,933-59.3% | $4,660-56.9% |
| Participant deferral / active EE | $3,815 | $8,428-54.7% | $8,070-52.7% | $6,688-43.0% |
| Admin fee / account holder | $3,176 | $15,044-78.9% | $12,998-75.6% | $13,397-76.3% |