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 | $30,071 | $133,922-77.5% | $116,228-74.1% | $142,382-78.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 15.10% | 147.76%-132.7pp | 90.06%-75.0pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,424 | $3,446-29.6% | $2,994-19.0% | $4,299-43.6% |
| Participant deferral / active EE | $1,612 | $5,672-71.6% | $4,953-67.5% | $6,507-75.2% |
| Admin fee / account holder | $541 | $14,945-96.4% | $11,989-95.5% | $12,624-95.7% |