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 | $34,214 | $124,281-72.5% | $109,143-68.7% | $167,490-79.6% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 12.73% | 26.04%-13.3pp | 25.75%-13.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,869 | $4,207-31.8% | $3,722-22.9% | $4,837-40.7% |
| Participant deferral / active EE | $5,653 | $5,255+7.6% | $4,653+21.5% | $6,341-10.9% |
| Admin fee / account holder | $1,081 | $7,970-86.4% | $6,752-84.0% | $12,309-91.2% |