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 | $8,188 | $74,888-89.1% | $71,209-88.5% | $142,382-94.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 14.70% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,151 | $2,854-59.7% | $2,721-57.7% | $4,299-73.2% |
| Participant deferral / active EE | $2,432 | $4,454-45.4% | $4,175-41.8% | $6,507-62.6% |
| Admin fee / account holder | $1,452 | $5,568-73.9% | $5,349-72.9% | $12,624-88.5% |