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 | $29,128 | $159,602-81.7% | $150,045-80.6% | $142,382-79.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 52.64% | 70.24%-17.6pp | 62.55%-9.9pp | 217.08%-164.4pp |
| Employer contribution / active EE | $2,115 | $4,961-57.4% | $4,693-54.9% | $4,299-50.8% |
| Participant deferral / active EE | $4,824 | $8,310-41.9% | $7,997-39.7% | $6,507-25.9% |
| Admin fee / account holder | $1,559 | $14,846-89.5% | $13,435-88.4% | $12,624-87.6% |