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 9-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 | $44,100 | $81,208-45.7% | $98,907-55.4% | $79,858-44.8% |
| Participation rate | 97.1% | 72.5%+24.6pp | 76.0%+21.1pp | 69.6%+27.5pp |
| Annual return | 17.02% | 60.99%-44.0pp | 196.43%-179.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,331 | $1,960+19.0% | $2,689-13.3% | $2,471-5.6% |
| Participant deferral / active EE | $3,578 | $3,265+9.6% | $4,244-15.7% | $3,740-4.3% |
| Admin fee / account holder | $3,628 | $6,013-39.7% | $6,642-45.4% | $5,306-31.6% |