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 | $38,675 | $112,881-65.7% | $90,951-57.5% | $158,922-75.7% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 7.64% | 215.79%-208.2pp | 134.60%-127.0pp | 302.83%-295.2pp |
| Employer contribution / active EE | $1,827 | $2,893-36.9% | $2,122-13.9% | $4,761-61.6% |
| Participant deferral / active EE | $12,283 | $4,128+197.6% | $3,373+264.2% | $5,982+105.3% |
| Admin fee / account holder | $722 | $8,041-91.0% | $5,959-87.9% | $11,246-93.6% |