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 | $13,476 | $136,179-90.1% | $98,755-86.4% | $167,490-92.0% |
| Participation rate | 92.3% | 70.2%+22.1pp | 65.7%+26.6pp | 82.1%+10.2pp |
| Annual return | 19.30% | 67.53%-48.2pp | 49.91%-30.6pp | 478.56%-459.3pp |
| Employer contribution / active EE | $2,202 | $2,631-16.3% | $2,067+6.5% | $4,837-54.5% |
| Participant deferral / active EE | $740 | $3,716-80.1% | $3,035-75.6% | $6,341-88.3% |
| Admin fee / account holder | $1,475 | $5,031-70.7% | $4,076-63.8% | $12,309-88.0% |