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 | $30,688 | $159,602-80.8% | $150,045-79.5% | $142,382-78.4% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 18.44% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,348 | $4,961-72.8% | $4,693-71.3% | $4,299-68.6% |
| Participant deferral / active EE | $4,284 | $8,310-48.5% | $7,997-46.4% | $6,507-34.2% |
| Admin fee / account holder | $515 | $14,846-96.5% | $13,435-96.2% | $12,624-95.9% |