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 | $35,460 | $78,672-54.9% | $109,143-67.5% | $85,850-58.7% |
| Participation rate | 85.7% | 68.3%+17.4pp | 75.9%+9.8pp | 69.3%+16.4pp |
| Annual return | 13.28% | 25.09%-11.8pp | 25.75%-12.5pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,496 | $2,735-8.7% | $3,722-32.9% | $2,565-2.7% |
| Participant deferral / active EE | $4,728 | $3,467+36.3% | $4,653+1.6% | $3,952+19.6% |
| Admin fee / account holder | $546 | $5,469-90.0% | $6,752-91.9% | $6,260-91.3% |