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 | $25,313 | $165,335-84.7% | $149,696-83.1% | $158,922-84.1% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 24.04% | 348.15%-324.1pp | 276.60%-252.6pp | 302.83%-278.8pp |
| Employer contribution / active EE | $4,050 | $5,103-20.6% | $4,644-12.8% | $4,761-14.9% |
| Participant deferral / active EE | $8,808 | $7,181+22.6% | $6,842+28.7% | $5,982+47.2% |
| Admin fee / account holder | $1,156 | $10,807-89.3% | $9,309-87.6% | $11,246-89.7% |