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 9-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 | $26,833 | $111,724-76.0% | $93,606-71.3% | $145,922-81.6% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.5pp |
| Annual return | 11.10% | 202.98%-191.9pp | 133.20%-122.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,596 | $3,090-48.3% | $2,420-34.0% | $4,660-65.7% |
| Participant deferral / active EE | $3,341 | $4,912-32.0% | $4,411-24.3% | $6,688-50.0% |
| Admin fee / account holder | $1,674 | $10,250-83.7% | $8,285-79.8% | $13,397-87.5% |