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 | $74,888-53.6% | $71,209-51.2% | $142,382-75.6% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 17.00% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $926 | $2,854-67.5% | $2,721-66.0% | $4,299-78.5% |
| Participant deferral / active EE | $4,424 | $4,454-0.7% | $4,175+6.0% | $6,507-32.0% |
| Admin fee / account holder | $561 | $5,568-89.9% | $5,349-89.5% | $12,624-95.6% |