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 | $25,743 | $176,056-85.4% | $159,436-83.9% | $167,490-84.6% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 15.52% | 331.75%-316.2pp | 263.57%-248.1pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,670 | $5,297-68.5% | $4,829-65.4% | $4,837-65.5% |
| Participant deferral / active EE | $2,799 | $7,750-63.9% | $7,352-61.9% | $6,341-55.9% |
| Admin fee / account holder | $4,778 | $12,554-61.9% | $10,799-55.8% | $12,309-61.2% |