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 | $28,018 | $103,376-72.9% | $87,100-67.8% | $152,861-81.7% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 26.27% | 28.10%-1.8pp | 28.19%-1.9pp | 345.32%-319.0pp |
| Employer contribution / active EE | $2,660 | $3,220-17.4% | $2,521+5.5% | $4,762-44.1% |
| Participant deferral / active EE | $4,800 | $4,778+0.5% | $4,049+18.6% | $5,850-17.9% |
| Admin fee / account holder | $397 | $12,205-96.7% | $7,497-94.7% | $11,596-96.6% |