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 6-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 | $48,697 | $126,519-61.5% | $106,201-54.1% | $145,959-66.6% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 11.11% | 225.10%-214.0pp | 116.26%-105.2pp | 561.95%-550.8pp |
| Employer contribution / active EE | $1,878 | $3,726-49.6% | $3,170-40.7% | $4,661-59.7% |
| Participant deferral / active EE | $3,117 | $5,716-45.5% | $5,012-37.8% | $6,689-53.4% |
| Admin fee / account holder | $359 | $17,312-97.9% | $11,039-96.8% | $13,398-97.3% |