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 8-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 | $24,017 | $176,377-86.4% | $134,143-82.1% | $158,922-84.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.00% | 63.63%-50.6pp | 36.33%-23.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,768 | $5,040-64.9% | $3,704-52.3% | $4,761-62.9% |
| Participant deferral / active EE | $2,502 | $4,091-38.9% | $3,499-28.5% | $5,982-58.2% |
| Admin fee / account holder | $3,755 | $8,718-56.9% | $6,684-43.8% | $11,246-66.6% |