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 | $22,138 | $65,365-66.1% | $92,893-76.2% | $72,985-69.7% |
| Participation rate | 78.1% | 68.3%+9.8pp | 76.0%+2.1pp | 69.5%+8.6pp |
| Annual return | 159.72% | 42.10%+117.6pp | 109.41%+50.3pp | 81.00%+78.7pp |
| Employer contribution / active EE | $2,638 | $2,594+1.7% | $3,653-27.8% | $2,440+8.1% |
| Participant deferral / active EE | $7,831 | $3,128+150.3% | $4,236+84.9% | $3,607+117.1% |
| Admin fee / account holder | $2,670 | $4,251-37.2% | $5,794-53.9% | $5,124-47.9% |