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 | $26,954 | $133,922-79.9% | $116,228-76.8% | $142,382-81.1% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.6%+13.7pp | 80.1%+8.1pp |
| Annual return | 21.46% | 147.76%-126.3pp | 90.06%-68.6pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,085 | $3,446-68.5% | $2,994-63.8% | $4,299-74.8% |
| Participant deferral / active EE | $3,964 | $5,672-30.1% | $4,953-20.0% | $6,507-39.1% |
| Admin fee / account holder | $778 | $14,945-94.8% | $11,989-93.5% | $12,624-93.8% |