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 | $48,952 | $72,071-32.1% | $68,368-28.4% | $137,256-64.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 18.28% | 353.14%-334.9pp | 292.57%-274.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,976 | $2,788-29.1% | $2,649-25.4% | $4,156-52.4% |
| Participant deferral / active EE | $5,545 | $4,410+25.7% | $4,123+34.5% | $6,407-13.4% |
| Admin fee / account holder | $641 | $5,336-88.0% | $5,150-87.6% | $12,270-94.8% |