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 | $25,052 | $107,452-76.7% | $91,541-72.6% | $142,382-82.4% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 17.41% | 22.06%-4.6pp | 20.50%-3.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,417 | $2,994-52.7% | $2,505-43.4% | $4,299-67.0% |
| Participant deferral / active EE | $1,860 | $4,754-60.9% | $4,008-53.6% | $6,507-71.4% |
| Admin fee / account holder | $696 | $8,834-92.1% | $6,956-90.0% | $12,624-94.5% |