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 | $16,736 | $95,266-82.4% | $82,389-79.7% | $142,382-88.2% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.5%+23.3pp | 80.1%+12.7pp |
| Annual return | 88.71% | 25.74%+63.0pp | 28.67%+60.0pp | 217.08%-128.4pp |
| Employer contribution / active EE | $1,057 | $2,991-64.7% | $2,517-58.0% | $4,299-75.4% |
| Participant deferral / active EE | $3,325 | $4,809-30.9% | $4,155-20.0% | $6,507-48.9% |
| Admin fee / account holder | $1,329 | $8,563-84.5% | $7,231-81.6% | $12,624-89.5% |