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 | $31,980 | $209,411-84.7% | $178,490-82.1% | $158,922-79.9% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 18.58% | 188.75%-170.2pp | 151.07%-132.5pp | 302.83%-284.2pp |
| Employer contribution / active EE | $3,991 | $5,706-30.1% | $5,011-20.4% | $4,761-16.2% |
| Participant deferral / active EE | $6,365 | $5,954+6.9% | $5,202+22.4% | $5,982+6.4% |
| Admin fee / account holder | $19,598 | $17,074+14.8% | $13,984+40.1% | $11,246+74.3% |