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 | $43,991 | $100,754-56.3% | $86,677-49.2% | $134,475-67.3% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | 33.46% | 29.04%+4.4pp | 35.91%-2.5pp | 417.96%-384.5pp |
| Employer contribution / active EE | $4,365 | $3,489+25.1% | $2,836+53.9% | $4,740-7.9% |
| Participant deferral / active EE | $7,349 | $5,338+37.7% | $4,656+57.8% | $6,400+14.8% |
| Admin fee / account holder | $567 | $10,926-94.8% | $7,493-92.4% | $11,426-95.0% |