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 | $28,948 | $115,770-75.0% | $101,248-71.4% | $158,922-81.8% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 18.56% | 56.14%-37.6pp | 46.47%-27.9pp | 302.83%-284.3pp |
| Employer contribution / active EE | $7,138 | $4,175+71.0% | $3,660+95.1% | $4,761+49.9% |
| Participant deferral / active EE | $2,846 | $4,957-42.6% | $4,370-34.9% | $5,982-52.4% |
| Admin fee / account holder | $428 | $7,245-94.1% | $5,945-92.8% | $11,246-96.2% |