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 | $33,807 | $124,319-72.8% | $111,297-69.6% | $167,490-79.8% |
| Participation rate | 89.5% | 79.6%+9.9pp | 77.3%+12.2pp | 82.1%+7.4pp |
| Annual return | 9.67% | 37.44%-27.8pp | 54.65%-45.0pp | 478.56%-468.9pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $10,123 | $5,180+95.4% | $4,487+125.6% | $6,341+59.6% |
| Admin fee / account holder | $26,374 | $10,618+148.4% | $7,964+231.2% | $12,309+114.3% |