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 | $43,215 | $124,425-65.3% | $112,040-61.4% | $137,256-68.5% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 15.31% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,349 | $3,411-31.1% | $2,954-20.5% | $4,156-43.5% |
| Participant deferral / active EE | $2,786 | $5,718-51.3% | $5,098-45.3% | $6,407-56.5% |
| Admin fee / account holder | $3,764 | $15,207-75.2% | $12,098-68.9% | $12,270-69.3% |