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 | $21,862 | $124,281-82.4% | $109,143-80.0% | $167,490-86.9% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 16.40% | 26.04%-9.6pp | 25.75%-9.3pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,401 | $4,207-66.7% | $3,722-62.4% | $4,837-71.0% |
| Participant deferral / active EE | $6,195 | $5,255+17.9% | $4,653+33.1% | $6,341-2.3% |
| Admin fee / account holder | $1,013 | $7,970-87.3% | $6,752-85.0% | $12,309-91.8% |