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 | $91,176 | $158,398-42.4% | $126,539-27.9% | $142,382-36.0% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 17.93% | 593.76%-575.8pp | 425.95%-408.0pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,844 | $4,650-60.3% | $3,674-49.8% | $4,299-57.1% |
| Participant deferral / active EE | $9,475 | $4,767+98.8% | $4,083+132.1% | $6,507+45.6% |
| Admin fee / account holder | $625 | $6,918-91.0% | $6,065-89.7% | $12,624-95.1% |