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 | $25,617 | $148,534-82.8% | $135,903-81.2% | $139,434-81.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 15.18% | 79.19%-64.0pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,803 | $5,243-65.6% | $4,856-62.9% | $4,751-62.1% |
| Participant deferral / active EE | $3,249 | $8,100-59.9% | $7,758-58.1% | $6,710-51.6% |
| Admin fee / account holder | $399 | $12,400-96.8% | $10,762-96.3% | $11,403-96.5% |