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 | $39,296 | $159,901-75.4% | $146,958-73.3% | $145,922-73.1% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 13.03% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,228 | $5,286-76.8% | $4,933-75.1% | $4,660-73.7% |
| Participant deferral / active EE | $7,815 | $8,428-7.3% | $8,070-3.2% | $6,688+16.9% |
| Admin fee / account holder | $358 | $15,044-97.6% | $12,998-97.2% | $13,397-97.3% |