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 | $34,423 | $176,812-80.5% | $146,665-76.5% | $167,490-79.4% |
| Participation rate | 86.7% | 83.6%+3.1pp | 80.1%+6.6pp | 82.1%+4.6pp |
| Annual return | 17.72% | 24.03%-6.3pp | 22.74%-5.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $2,643 | $5,160-48.8% | $4,136-36.1% | $4,837-45.4% |
| Participant deferral / active EE | $3,885 | $6,440-39.7% | $5,506-29.4% | $6,341-38.7% |
| Admin fee / account holder | $2,121 | $13,259-84.0% | $10,280-79.4% | $12,309-82.8% |