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 | $24,776 | $179,726-86.2% | $156,263-84.1% | $142,382-82.6% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.9%+15.5pp | 80.1%+14.3pp |
| Annual return | 11.84% | 77.86%-66.0pp | 59.47%-47.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,852 | $5,069-63.5% | $4,333-57.3% | $4,299-56.9% |
| Participant deferral / active EE | $2,453 | $6,956-64.7% | $6,158-60.2% | $6,507-62.3% |
| Admin fee / account holder | $6,065 | $17,272-64.9% | $14,255-57.5% | $12,624-52.0% |