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 | $55,564 | $103,376-46.3% | $87,100-36.2% | $152,861-63.7% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 30.29% | 28.10%+2.2pp | 28.19%+2.1pp | 345.32%-315.0pp |
| Employer contribution / active EE | $3,153 | $3,220-2.1% | $2,521+25.0% | $4,762-33.8% |
| Participant deferral / active EE | $10,800 | $4,778+126.0% | $4,049+166.8% | $5,850+84.6% |
| Admin fee / account holder | $454 | $12,205-96.3% | $7,497-93.9% | $11,596-96.1% |