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 | $50,846 | $123,793-58.9% | $177,821-71.4% | $79,858-36.3% |
| Participation rate | 81.5% | 84.7%-3.2pp | 87.7%-6.2pp | 69.6%+11.8pp |
| Annual return | 17.49% | 22.82%-5.3pp | 48.32%-30.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,248 | $4,095-45.1% | $5,918-62.0% | $2,471-9.0% |
| Participant deferral / active EE | $2,949 | $5,956-50.5% | $7,714-61.8% | $3,740-21.1% |
| Admin fee / account holder | $882 | $7,243-87.8% | $12,427-92.9% | $5,306-83.4% |