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 9-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 | $45,514 | $124,319-63.4% | $111,297-59.1% | $167,490-72.8% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 10.28% | 37.44%-27.2pp | 54.65%-44.4pp | 478.56%-468.3pp |
| Employer contribution / active EE | $2,847 | $3,435-17.1% | $2,731+4.2% | $4,837-41.2% |
| Participant deferral / active EE | $6,680 | $5,180+28.9% | $4,487+48.9% | $6,341+5.3% |
| Admin fee / account holder | $415 | $10,618-96.1% | $7,964-94.8% | $12,309-96.6% |