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 | $31,661 | $112,096-71.8% | $95,952-67.0% | $158,922-80.1% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 10.57% | 171.09%-160.5pp | 91.61%-81.0pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,759 | $3,198-45.0% | $2,541-30.8% | $4,761-63.1% |
| Participant deferral / active EE | $2,483 | $4,784-48.1% | $4,167-40.4% | $5,982-58.5% |
| Admin fee / account holder | $16,806 | $10,130+65.9% | $6,795+147.3% | $11,246+49.4% |