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 | $49,391 | $228,332-78.4% | $185,823-73.4% | $158,922-68.9% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 27.42% | 40.80%-13.4pp | 35.95%-8.5pp | 302.83%-275.4pp |
| Employer contribution / active EE | $1,658 | $4,967-66.6% | $4,087-59.4% | $4,761-65.2% |
| Participant deferral / active EE | $6,974 | $6,415+8.7% | $5,632+23.8% | $5,982+16.6% |
| Admin fee / account holder | $1,252 | $11,864-89.4% | $9,500-86.8% | $11,246-88.9% |