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 6-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 | $79,241 | $127,264-37.7% | $109,895-27.9% | $167,490-52.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.04% | 22.97%-9.9pp | 29.45%-16.4pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,794 | $3,322-46.0% | $2,842-36.9% | $4,837-62.9% |
| Participant deferral / active EE | $8,752 | $4,514+93.9% | $4,048+116.2% | $6,341+38.0% |
| Admin fee / account holder | $328 | $7,114-95.4% | $6,066-94.6% | $12,309-97.3% |