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 9-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 | $38,787 | $117,841-67.1% | $102,423-62.1% | $145,922-73.4% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 11.07% | 31.65%-20.6pp | 29.32%-18.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $992 | $3,615-72.5% | $3,023-67.2% | $4,660-78.7% |
| Participant deferral / active EE | $2,170 | $5,731-62.1% | $5,053-57.0% | $6,688-67.5% |
| Admin fee / account holder | $398 | $13,326-97.0% | $9,451-95.8% | $13,397-97.0% |