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 | $37,641 | $157,256-76.1% | $141,162-73.3% | $152,861-75.4% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 23.59% | 64.32%-40.7pp | 71.39%-47.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $6,617 | $5,261+25.8% | $4,735+39.8% | $4,762+39.0% |
| Participant deferral / active EE | $9,083 | $7,109+27.8% | $6,709+35.4% | $5,850+55.3% |
| Admin fee / account holder | $3,717 | $12,120-69.3% | $10,261-63.8% | $11,596-67.9% |