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 | $34,189 | $85,022-59.8% | $70,515-51.5% | $139,434-75.5% |
| Participation rate | 88.9% | 73.9%+15.0pp | 68.3%+20.5pp | 80.3%+8.6pp |
| Annual return | 18.24% | 30.38%-12.1pp | 32.77%-14.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,647 | $3,909-32.3% | $2,973-11.0% | $4,751-44.3% |
| Participant deferral / active EE | $7,200 | $5,890+22.2% | $4,567+57.7% | $6,710+7.3% |
| Admin fee / account holder | $508 | $8,906-94.3% | $6,412-92.1% | $11,403-95.5% |