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 | $29,610 | $115,770-74.4% | $101,248-70.8% | $158,922-81.4% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 20.41% | 56.14%-35.7pp | 46.47%-26.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $774 | $4,175-81.5% | $3,660-78.8% | $4,761-83.7% |
| Participant deferral / active EE | $10,919 | $4,957+120.3% | $4,370+149.9% | $5,982+82.5% |
| Admin fee / account holder | $8,585 | $7,245+18.5% | $5,945+44.4% | $11,246-23.7% |