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 | $38,534 | $106,515-63.8% | $96,683-60.1% | $139,434-72.4% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 22.78% | 38.43%-15.6pp | 35.69%-12.9pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,944 | $4,103-52.6% | $3,737-48.0% | $4,751-59.1% |
| Participant deferral / active EE | $6,064 | $5,454+11.2% | $4,878+24.3% | $6,710-9.6% |
| Admin fee / account holder | $398 | $7,877-94.9% | $6,730-94.1% | $11,403-96.5% |