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 | $26,884 | $106,515-74.8% | $96,683-72.2% | $139,434-80.7% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 216.53% | 38.43%+178.1pp | 35.69%+180.8pp | 372.94%-156.4pp |
| Employer contribution / active EE | $5,151 | $4,103+25.6% | $3,737+37.9% | $4,751+8.4% |
| Participant deferral / active EE | $1,644 | $5,454-69.9% | $4,878-66.3% | $6,710-75.5% |
| Admin fee / account holder | $968 | $7,877-87.7% | $6,730-85.6% | $11,403-91.5% |