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 | $53,919 | $165,984-67.5% | $164,813-67.3% | $145,922-63.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 9.88% | 100.03%-90.2pp | 69.93%-60.1pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,644 | $5,273-49.9% | $4,341-39.1% | $4,660-43.3% |
| Participant deferral / active EE | $2,644 | $6,959-62.0% | $6,031-56.2% | $6,688-60.5% |
| Admin fee / account holder | $1,190 | $16,648-92.9% | $12,690-90.6% | $13,397-91.1% |