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 | $39,888 | $111,754-64.3% | $103,333-61.4% | $145,922-72.7% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 26.03% | 24.77%+1.3pp | 24.88%+1.2pp | 561.29%-535.3pp |
| Employer contribution / active EE | $2,066 | $4,212-51.0% | $3,868-46.6% | $4,660-55.7% |
| Participant deferral / active EE | $5,906 | $5,619+5.1% | $5,057+16.8% | $6,688-11.7% |
| Admin fee / account holder | $563 | $9,750-94.2% | $8,355-93.3% | $13,397-95.8% |