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 | $31,830 | $228,332-86.1% | $185,823-82.9% | $158,922-80.0% |
| Participation rate | 92.3% | 82.3%+10.0pp | 78.0%+14.3pp | 82.0%+10.3pp |
| Annual return | 32.17% | 40.80%-8.6pp | 35.95%-3.8pp | 302.83%-270.7pp |
| Employer contribution / active EE | $3,936 | $4,967-20.7% | $4,087-3.7% | $4,761-17.3% |
| Participant deferral / active EE | $7,791 | $6,415+21.5% | $5,632+38.3% | $5,982+30.2% |
| Admin fee / account holder | $664 | $11,864-94.4% | $9,500-93.0% | $11,246-94.1% |