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 | $17,757 | $107,334-83.5% | $92,893-80.9% | $152,861-88.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 16.61% | 145.58%-129.0pp | 109.41%-92.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $3,288 | $4,221-22.1% | $3,653-10.0% | $4,762-31.0% |
| Participant deferral / active EE | $4,559 | $4,845-5.9% | $4,236+7.6% | $5,850-22.1% |
| Admin fee / account holder | $4,567 | $7,079-35.5% | $5,794-21.2% | $11,596-60.6% |