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 | $35,523 | $176,812-79.9% | $146,665-75.8% | $167,490-78.8% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 14.89% | 24.03%-9.1pp | 22.74%-7.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,189 | $5,160-57.6% | $4,136-47.1% | $4,837-54.8% |
| Participant deferral / active EE | $5,033 | $6,440-21.8% | $5,506-8.6% | $6,341-20.6% |
| Admin fee / account holder | $1,999 | $13,259-84.9% | $10,280-80.6% | $12,309-83.8% |