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 | $65,795 | $177,572-62.9% | $154,803-57.5% | $142,382-53.8% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 12.58% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,944 | $4,810-38.8% | $4,305-31.6% | $4,299-31.5% |
| Participant deferral / active EE | $4,896 | $6,272-21.9% | $5,540-11.6% | $6,507-24.8% |
| Admin fee / account holder | $436 | $16,786-97.4% | $14,329-97.0% | $12,624-96.5% |