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 | $34,469 | $85,022-59.5% | $70,515-51.1% | $139,434-75.3% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 71.17% | 30.38%+40.8pp | 32.77%+38.4pp | 372.94%-301.8pp |
| Employer contribution / active EE | $1,432 | $3,909-63.4% | $2,973-51.8% | $4,751-69.9% |
| Participant deferral / active EE | $3,175 | $5,890-46.1% | $4,567-30.5% | $6,710-52.7% |
| Admin fee / account holder | $2,212 | $8,906-75.2% | $6,412-65.5% | $11,403-80.6% |