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 | $91,971 | $138,347-33.5% | $184,203-50.1% | $80,856+13.7% |
| Participation rate | 90.6% | 83.9%+6.8pp | 86.8%+3.8pp | 67.6%+23.0pp |
| Annual return | 23.99% | 20.02%+4.0pp | 28.81%-4.8pp | 35.59%-11.6pp |
| Employer contribution / active EE | $3,897 | $4,850-19.7% | $6,427-39.4% | $2,755+41.5% |
| Participant deferral / active EE | $7,520 | $7,071+6.4% | $9,131-17.6% | $4,296+75.1% |
| Admin fee / account holder | $350 | $10,483-96.7% | $13,901-97.5% | $6,918-94.9% |