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 | $117,859-52.2% | $102,438-45.0% | $145,959-61.4% |
| Participation rate | 94.4% | 78.6%+15.8pp | 76.5%+17.9pp | 80.3%+14.2pp |
| Annual return | 25.46% | 31.72%-6.3pp | 29.37%-3.9pp | 561.95%-536.5pp |
| Employer contribution / active EE | $2,232 | $3,615-38.3% | $3,024-26.2% | $4,661-52.1% |
| Participant deferral / active EE | $3,739 | $5,732-34.8% | $5,054-26.0% | $6,689-44.1% |
| Admin fee / account holder | $7,487 | $13,318-43.8% | $9,448-20.7% | $13,398-44.1% |