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 | $29,914 | $104,974-71.5% | $95,585-68.7% | $142,382-79.0% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 19.54% | 210.33%-190.8pp | 38.56%-19.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,656 | $2,779-4.4% | $2,527+5.1% | $4,299-38.2% |
| Participant deferral / active EE | $3,393 | $4,352-22.0% | $4,023-15.6% | $6,507-47.9% |
| Admin fee / account holder | $733 | $6,386-88.5% | $6,127-88.0% | $12,624-94.2% |