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 | $29,110 | $162,781-82.1% | $133,956-78.3% | $158,922-81.7% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 10.57% | 41.94%-31.4pp | 45.09%-34.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $2,203 | $4,975-55.7% | $3,919-43.8% | $4,761-53.7% |
| Participant deferral / active EE | $5,273 | $5,911-10.8% | $5,048+4.5% | $5,982-11.9% |
| Admin fee / account holder | $1,257 | $11,736-89.3% | $8,927-85.9% | $11,246-88.8% |