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 7-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 | $29,272 | $111,724-73.8% | $93,606-68.7% | $145,922-79.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 13.85% | 202.98%-189.1pp | 133.20%-119.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,450 | $3,090+11.7% | $2,420+42.6% | $4,660-26.0% |
| Participant deferral / active EE | $8,366 | $4,912+70.3% | $4,411+89.6% | $6,688+25.1% |
| Admin fee / account holder | $308 | $10,250-97.0% | $8,285-96.3% | $13,397-97.7% |