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 | $34,753 | $72,071-51.8% | $68,368-49.2% | $137,256-74.7% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.0%-3.0pp |
| Annual return | 17.00% | 353.14%-336.1pp | 292.57%-275.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $926 | $2,788-66.8% | $2,649-65.0% | $4,156-77.7% |
| Participant deferral / active EE | $4,424 | $4,410+0.3% | $4,123+7.3% | $6,407-30.9% |
| Admin fee / account holder | $561 | $5,336-89.5% | $5,150-89.1% | $12,270-95.4% |