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 | $29,321 | $115,882-74.7% | $100,516-70.8% | $158,922-81.6% |
| Participation rate | 93.8% | 81.6%+12.2pp | 79.4%+14.3pp | 82.0%+11.8pp |
| Annual return | 13.29% | 34.79%-21.5pp | 30.89%-17.6pp | 302.83%-289.5pp |
| Employer contribution / active EE | $3,006 | $4,103-26.7% | $3,418-12.1% | $4,761-36.9% |
| Participant deferral / active EE | $8,078 | $6,674+21.0% | $6,270+28.8% | $5,982+35.0% |
| Admin fee / account holder | $6,047 | $10,995-45.0% | $8,081-25.2% | $11,246-46.2% |