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 | $39,380 | $93,571-57.9% | $135,903-71.0% | $75,163-47.6% |
| Participation rate | 71.2% | 75.2%-4.0pp | 81.9%-10.7pp | 67.2%+4.0pp |
| Annual return | 29.67% | 30.90%-1.2pp | 68.23%-38.6pp | 160.62%-131.0pp |
| Employer contribution / active EE | $2,845 | $3,537-19.5% | $4,856-41.4% | $2,670+6.6% |
| Participant deferral / active EE | $7,465 | $6,404+16.6% | $7,758-3.8% | $4,125+81.0% |
| Admin fee / account holder | $2,168 | $6,975-68.9% | $10,762-79.9% | $5,651-61.6% |