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 | $20,909 | $115,882-82.0% | $100,516-79.2% | $158,922-86.8% |
| Participation rate | 92.9% | 81.6%+11.3pp | 79.4%+13.5pp | 82.0%+10.9pp |
| Annual return | 21.13% | 34.79%-13.7pp | 30.89%-9.8pp | 302.83%-281.7pp |
| Employer contribution / active EE | $2,646 | $4,103-35.5% | $3,418-22.6% | $4,761-44.4% |
| Participant deferral / active EE | $6,765 | $6,674+1.4% | $6,270+7.9% | $5,982+13.1% |
| Admin fee / account holder | $3,139 | $10,995-71.5% | $8,081-61.2% | $11,246-72.1% |