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 | $13,184 | $105,931-87.6% | $81,930-83.9% | $158,922-91.7% |
| Participation rate | 76.2% | 75.6%+0.6pp | 72.0%+4.2pp | 82.0%-5.8pp |
| Annual return | 37.26% | 38.17%-0.9pp | 29.49%+7.8pp | 302.83%-265.6pp |
| Employer contribution / active EE | $2,744 | $7,800-64.8% | $4,310-36.3% | $4,761-42.4% |
| Participant deferral / active EE | $3,729 | $13,003-71.3% | $7,107-47.5% | $5,982-37.7% |
| Admin fee / account holder | $1,130 | $8,489-86.7% | $5,158-78.1% | $11,246-90.0% |