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 | $22,349 | $106,584-79.0% | $101,326-77.9% | $142,382-84.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 15.42% | 36.93%-21.5pp | 36.82%-21.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,511 | $3,956-11.3% | $3,665-4.2% | $4,299-18.3% |
| Participant deferral / active EE | $4,597 | $8,297-44.6% | $7,994-42.5% | $6,507-29.4% |
| Admin fee / account holder | $8,060 | $11,446-29.6% | $11,185-27.9% | $12,624-36.2% |