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 | $36,094 | $99,985-63.9% | $146,665-75.4% | $85,850-58.0% |
| Participation rate | 96.6% | 73.1%+23.5pp | 80.1%+16.5pp | 69.3%+27.2pp |
| Annual return | 26.05% | 18.93%+7.1pp | 22.74%+3.3pp | 318.53%-292.5pp |
| Employer contribution / active EE | $2,085 | $2,559-18.5% | $4,136-49.6% | $2,565-18.7% |
| Participant deferral / active EE | $3,066 | $4,006-23.5% | $5,506-44.3% | $3,952-22.4% |
| Admin fee / account holder | $429 | $7,702-94.4% | $10,280-95.8% | $6,260-93.1% |