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 | $31,282 | $183,519-83.0% | $155,509-79.9% | $145,922-78.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 9.20% | 61.17%-52.0pp | 64.67%-55.5pp | 561.29%-552.1pp |
| Employer contribution / active EE | $4,052 | $5,313-23.7% | $4,672-13.3% | $4,660-13.0% |
| Participant deferral / active EE | $4,451 | $6,462-31.1% | $5,626-20.9% | $6,688-33.4% |
| Admin fee / account holder | $3,468 | $19,313-82.0% | $15,912-78.2% | $13,397-74.1% |