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 | $14,026 | $55,706-74.8% | $75,886-81.5% | $72,985-80.8% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.3%+19.6pp | 69.5%+19.4pp |
| Annual return | 29.52% | 27.59%+1.9pp | 30.76%-1.2pp | 81.00%-51.5pp |
| Employer contribution / active EE | $1,913 | $1,687+13.4% | $2,500-23.5% | $2,440-21.6% |
| Participant deferral / active EE | $4,674 | $2,634+77.5% | $3,603+29.7% | $3,607+29.6% |
| Admin fee / account holder | $739 | $3,978-81.4% | $5,418-86.4% | $5,124-85.6% |