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 4-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 | $35,252 | $99,918-64.7% | $81,382-56.7% | $145,922-75.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 18.11% | 34.32%-16.2pp | 24.73%-6.6pp | 561.29%-543.2pp |
| Employer contribution / active EE | $2,426 | $2,978-18.5% | $2,463-1.5% | $4,660-47.9% |
| Participant deferral / active EE | $7,703 | $4,605+67.3% | $3,883+98.4% | $6,688+15.2% |
| Admin fee / account holder | $1,757 | $8,212-78.6% | $5,768-69.5% | $13,397-86.9% |