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 | $23,196 | $105,126-77.9% | $94,646-75.5% | $139,434-83.4% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 12.94% | 38.03%-25.1pp | 156.71%-143.8pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,468 | $4,106-64.2% | $3,672-60.0% | $4,751-69.1% |
| Participant deferral / active EE | $3,579 | $7,599-52.9% | $7,418-51.8% | $6,710-46.7% |
| Admin fee / account holder | $24,040 | $8,984+167.6% | $7,231+232.5% | $11,403+110.8% |