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 | $39,952 | $172,111-76.8% | $150,298-73.4% | $137,256-70.9% |
| Participation rate | 87.0% | 81.7%+5.2pp | 77.8%+9.2pp | 80.0%+7.0pp |
| Annual return | 17.01% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,463 | $4,636-68.4% | $4,154-64.8% | $4,156-64.8% |
| Participant deferral / active EE | $3,288 | $6,166-46.7% | $5,453-39.7% | $6,407-48.7% |
| Admin fee / account holder | $453 | $16,471-97.2% | $14,116-96.8% | $12,270-96.3% |