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 | $23,145 | $175,202-86.8% | $149,673-84.5% | $139,434-83.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 20.82% | 166.71%-145.9pp | 134.42%-113.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,631 | $5,474-70.2% | $4,818-66.1% | $4,751-65.7% |
| Participant deferral / active EE | $3,507 | $6,519-46.2% | $5,680-38.3% | $6,710-47.7% |
| Admin fee / account holder | $482 | $16,150-97.0% | $13,210-96.3% | $11,403-95.8% |