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 | $29,667 | $110,261-73.1% | $95,745-69.0% | $139,434-78.7% |
| Participation rate | 78.9% | 75.8%+3.2pp | 72.3%+6.7pp | 80.3%-1.4pp |
| Annual return | 17.10% | 27.11%-10.0pp | 28.35%-11.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,745 | $3,257-15.7% | $2,835-3.2% | $4,751-42.2% |
| Participant deferral / active EE | $2,907 | $4,676-37.8% | $4,245-31.5% | $6,710-56.7% |
| Admin fee / account holder | $312 | $6,613-95.3% | $5,678-94.5% | $11,403-97.3% |