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 | $48,397 | $106,515-54.6% | $96,683-49.9% | $139,434-65.3% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 15.77% | 38.43%-22.7pp | 35.69%-19.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,748 | $4,103-33.0% | $3,737-26.5% | $4,751-42.2% |
| Participant deferral / active EE | $7,777 | $5,454+42.6% | $4,878+59.4% | $6,710+15.9% |
| Admin fee / account holder | $8,514 | $7,877+8.1% | $6,730+26.5% | $11,403-25.3% |