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 | $37,937 | $124,425-69.5% | $112,040-66.1% | $137,256-72.4% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 17.55% | 24.72%-7.2pp | 24.52%-7.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,077 | $3,411-39.1% | $2,954-29.7% | $4,156-50.0% |
| Participant deferral / active EE | $6,253 | $5,718+9.3% | $5,098+22.7% | $6,407-2.4% |
| Admin fee / account holder | $11,825 | $15,207-22.2% | $12,098-2.3% | $12,270-3.6% |