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 | $41,574 | $95,266-56.4% | $82,389-49.5% | $142,382-70.8% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.5%+8.2pp | 80.1%-2.3pp |
| Annual return | 12.63% | 25.74%-13.1pp | 28.67%-16.0pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,076 | $2,991+2.8% | $2,517+22.2% | $4,299-28.5% |
| Participant deferral / active EE | $3,512 | $4,809-27.0% | $4,155-15.5% | $6,507-46.0% |
| Admin fee / account holder | $19,988 | $8,563+133.4% | $7,231+176.4% | $12,624+58.3% |