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 | $57,444 | $154,117-62.7% | $129,995-55.8% | $139,434-58.8% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 27.79% | 32.48%-4.7pp | -137.18%+165.0pp | 372.94%-345.2pp |
| Employer contribution / active EE | $3,284 | $5,289-37.9% | $4,320-24.0% | $4,751-30.9% |
| Participant deferral / active EE | $7,114 | $6,710+6.0% | $5,820+22.2% | $6,710+6.0% |
| Admin fee / account holder | $328 | $14,007-97.7% | $10,614-96.9% | $11,403-97.1% |