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 | $23,169 | $140,940-83.6% | $112,229-79.4% | $139,434-83.4% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 11.88% | 32.71%-20.8pp | 30.20%-18.3pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,054 | $4,283-52.0% | $3,430-40.1% | $4,751-56.8% |
| Participant deferral / active EE | $2,054 | $5,874-65.0% | $4,798-57.2% | $6,710-69.4% |
| Admin fee / account holder | $4,252 | $9,954-57.3% | $7,748-45.1% | $11,403-62.7% |