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 9-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 | $41,060 | $107,334-61.7% | $92,893-55.8% | $152,861-73.1% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 23.36% | 145.58%-122.2pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,003 | $4,221-52.6% | $3,653-45.2% | $4,762-57.9% |
| Participant deferral / active EE | $2,214 | $4,845-54.3% | $4,236-47.7% | $5,850-62.2% |
| Admin fee / account holder | $403 | $7,079-94.3% | $5,794-93.0% | $11,596-96.5% |