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 | $19,420 | $117,983-83.5% | $101,794-80.9% | $142,382-86.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 10.24% | 36.92%-26.7pp | 30.53%-20.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,210 | $2,773-20.3% | $2,289-3.5% | $4,299-48.6% |
| Participant deferral / active EE | $3,170 | $4,714-32.7% | $4,084-22.4% | $6,507-51.3% |
| Admin fee / account holder | $17,178 | $10,433+64.6% | $8,777+95.7% | $12,624+36.1% |