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 | $36,878 | $176,377-79.1% | $134,143-72.5% | $158,922-76.8% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 17.02% | 63.63%-46.6pp | 36.33%-19.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,229 | $5,040-75.6% | $3,704-66.8% | $4,761-74.2% |
| Participant deferral / active EE | $2,609 | $4,091-36.2% | $3,499-25.4% | $5,982-56.4% |
| Admin fee / account holder | $1,207 | $8,718-86.2% | $6,684-81.9% | $11,246-89.3% |