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 | $32,092 | $124,319-74.2% | $111,297-71.2% | $167,490-80.8% |
| Participation rate | 93.3% | 79.6%+13.7pp | 77.3%+16.0pp | 82.1%+11.2pp |
| Annual return | 14.69% | 37.44%-22.7pp | 54.65%-40.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $2,634 | $3,435-23.3% | $2,731-3.6% | $4,837-45.6% |
| Participant deferral / active EE | $8,297 | $5,180+60.2% | $4,487+84.9% | $6,341+30.8% |
| Admin fee / account holder | $368 | $10,618-96.5% | $7,964-95.4% | $12,309-97.0% |