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 | $28,049 | $74,888-62.5% | $71,209-60.6% | $142,382-80.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 14.58% | 345.14%-330.6pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $933 | $2,854-67.3% | $2,721-65.7% | $4,299-78.3% |
| Participant deferral / active EE | $3,120 | $4,454-30.0% | $4,175-25.3% | $6,507-52.1% |
| Admin fee / account holder | $8,116 | $5,568+45.8% | $5,349+51.7% | $12,624-35.7% |