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 | $66,431 | $124,425-46.6% | $112,040-40.7% | $137,256-51.6% |
| Participation rate | 78.6% | 79.3%-0.7pp | 76.5%+2.1pp | 80.0%-1.4pp |
| Annual return | 14.78% | 24.72%-9.9pp | 24.52%-9.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,436 | $3,411-28.6% | $2,954-17.5% | $4,156-41.4% |
| Participant deferral / active EE | $6,090 | $5,718+6.5% | $5,098+19.5% | $6,407-4.9% |
| Admin fee / account holder | $745 | $15,207-95.1% | $12,098-93.8% | $12,270-93.9% |