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 | $48,372 | $111,754-56.7% | $103,333-53.2% | $145,922-66.9% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 12.72% | 24.77%-12.0pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,389 | $4,212-67.0% | $3,868-64.1% | $4,660-70.2% |
| Participant deferral / active EE | $3,313 | $5,619-41.0% | $5,057-34.5% | $6,688-50.5% |
| Admin fee / account holder | $1,321 | $9,750-86.4% | $8,355-84.2% | $13,397-90.1% |