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 | $27,966 | $115,770-75.8% | $101,248-72.4% | $158,922-82.4% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 23.92% | 56.14%-32.2pp | 46.47%-22.6pp | 302.83%-278.9pp |
| Employer contribution / active EE | $2,659 | $4,175-36.3% | $3,660-27.3% | $4,761-44.1% |
| Participant deferral / active EE | $6,664 | $4,957+34.4% | $4,370+52.5% | $5,982+11.4% |
| Admin fee / account holder | $2,092 | $7,245-71.1% | $5,945-64.8% | $11,246-81.4% |