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 | $27,464 | $106,515-74.2% | $96,683-71.6% | $139,434-80.3% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 18.07% | 38.43%-20.4pp | 35.69%-17.6pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,166 | $4,103-71.6% | $3,737-68.8% | $4,751-75.5% |
| Participant deferral / active EE | $1,805 | $5,454-66.9% | $4,878-63.0% | $6,710-73.1% |
| Admin fee / account holder | $1,147 | $7,877-85.4% | $6,730-83.0% | $11,403-89.9% |