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 | $101,618-70.6% | $93,063-67.9% | $137,256-78.2% |
| Participation rate | 92.3% | 74.9%+17.4pp | 72.1%+20.2pp | 80.0%+12.3pp |
| Annual return | 19.54% | 223.95%-204.4pp | 34.15%-14.6pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,656 | $2,707-1.9% | $2,476+7.3% | $4,156-36.1% |
| Participant deferral / active EE | $3,393 | $4,279-20.7% | $3,958-14.3% | $6,407-47.0% |
| Admin fee / account holder | $733 | $6,198-88.2% | $6,033-87.9% | $12,270-94.0% |