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 | $42,264 | $127,777-66.9% | $106,548-60.3% | $167,490-74.8% |
| Participation rate | 90.9% | 78.3%+12.6pp | 76.1%+14.8pp | 82.1%+8.8pp |
| Annual return | 15.88% | 33.87%-18.0pp | 26.80%-10.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $3,181 | $3,427-7.2% | $2,819+12.9% | $4,837-34.2% |
| Participant deferral / active EE | $6,089 | $5,087+19.7% | $4,398+38.4% | $6,341-4.0% |
| Admin fee / account holder | $4,072 | $11,228-63.7% | $7,407-45.0% | $12,309-66.9% |