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 | $28,905 | $159,602-81.9% | $150,045-80.7% | $142,382-79.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 22.32% | 70.24%-47.9pp | 62.55%-40.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,426 | $4,961-51.1% | $4,693-48.3% | $4,299-43.6% |
| Participant deferral / active EE | $3,808 | $8,310-54.2% | $7,997-52.4% | $6,507-41.5% |
| Admin fee / account holder | $1,723 | $14,846-88.4% | $13,435-87.2% | $12,624-86.4% |