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 | $56,323 | $117,841-52.2% | $102,423-45.0% | $145,922-61.4% |
| Participation rate | 94.4% | 78.6%+15.9pp | 76.5%+18.0pp | 80.3%+14.2pp |
| Annual return | 25.46% | 31.65%-6.2pp | 29.32%-3.9pp | 561.29%-535.8pp |
| Employer contribution / active EE | $2,232 | $3,615-38.3% | $3,023-26.2% | $4,660-52.1% |
| Participant deferral / active EE | $3,739 | $5,731-34.8% | $5,053-26.0% | $6,688-44.1% |
| Admin fee / account holder | $7,487 | $13,326-43.8% | $9,451-20.8% | $13,397-44.1% |