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 | $26,799 | $140,940-81.0% | $112,229-76.1% | $139,434-80.8% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 14.53% | 32.71%-18.2pp | 30.20%-15.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,370 | $4,283-68.0% | $3,430-60.1% | $4,751-71.2% |
| Participant deferral / active EE | $1,474 | $5,874-74.9% | $4,798-69.3% | $6,710-78.0% |
| Admin fee / account holder | $1,934 | $9,954-80.6% | $7,748-75.0% | $11,403-83.0% |