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 | $36,393 | $152,587-76.1% | $125,175-70.9% | $152,861-76.2% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 16.98% | 54.84%-37.9pp | 43.79%-26.8pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,577 | $4,946-47.9% | $3,865-33.3% | $4,762-45.9% |
| Participant deferral / active EE | $7,151 | $5,868+21.9% | $4,937+44.8% | $5,850+22.2% |
| Admin fee / account holder | $5,786 | $13,434-56.9% | $9,702-40.4% | $11,596-50.1% |