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 | $44,013 | $54,705-19.5% | $71,209-38.2% | $84,808-48.1% |
| Participation rate | 83.8% | 64.1%+19.7pp | 73.8%+10.0pp | 68.3%+15.5pp |
| Annual return | 30.52% | 35.90%-5.4pp | 282.51%-252.0pp | 40.90%-10.4pp |
| Employer contribution / active EE | $2,815 | $2,158+30.4% | $2,721+3.4% | $2,631+7.0% |
| Participant deferral / active EE | $4,468 | $3,030+47.5% | $4,175+7.0% | $4,212+6.1% |
| Admin fee / account holder | $324 | $4,863-93.3% | $5,349-93.9% | $7,344-95.6% |