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 7-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 | $34,202 | $209,336-83.7% | $197,124-82.6% | $137,256-75.1% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 19.78% | 48.09%-28.3pp | 44.34%-24.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,057 | $6,591-68.8% | $6,227-67.0% | $4,156-50.5% |
| Participant deferral / active EE | $6,105 | $9,614-36.5% | $9,135-33.2% | $6,407-4.7% |
| Admin fee / account holder | $634 | $17,308-96.3% | $16,298-96.1% | $12,270-94.8% |