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 | $26,210 | $103,376-74.6% | $87,100-69.9% | $152,861-82.9% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 25.80% | 28.10%-2.3pp | 28.19%-2.4pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,629 | $3,220-49.4% | $2,521-35.4% | $4,762-65.8% |
| Participant deferral / active EE | $5,004 | $4,778+4.7% | $4,049+23.6% | $5,850-14.5% |
| Admin fee / account holder | $421 | $12,205-96.5% | $7,497-94.4% | $11,596-96.4% |