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 | $49,268 | $157,256-68.7% | $141,162-65.1% | $152,861-67.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 24.98% | 64.32%-39.3pp | 71.39%-46.4pp | 345.32%-320.3pp |
| Employer contribution / active EE | $3,138 | $5,261-40.3% | $4,735-33.7% | $4,762-34.1% |
| Participant deferral / active EE | $5,255 | $7,109-26.1% | $6,709-21.7% | $5,850-10.2% |
| Admin fee / account holder | $894 | $12,120-92.6% | $10,261-91.3% | $11,596-92.3% |