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 | $126,574-61.5% | $106,213-54.2% | $145,922-66.6% |
| Participation rate | 90.0% | 77.6%+12.4pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 11.11% | 224.79%-213.7pp | 116.14%-105.0pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,878 | $3,730-49.6% | $3,171-40.8% | $4,660-59.7% |
| Participant deferral / active EE | $3,117 | $5,724-45.5% | $5,016-37.9% | $6,688-53.4% |
| Admin fee / account holder | $359 | $17,304-97.9% | $11,033-96.7% | $13,397-97.3% |