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 | $88,472 | $175,202-49.5% | $149,673-40.9% | $139,434-36.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 12.84% | 166.71%-153.9pp | 134.42%-121.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,590 | $5,474-52.7% | $4,818-46.2% | $4,751-45.5% |
| Participant deferral / active EE | $8,760 | $6,519+34.4% | $5,680+54.2% | $6,710+30.5% |
| Admin fee / account holder | $10,908 | $16,150-32.5% | $13,210-17.4% | $11,403-4.3% |