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 7-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 | $64,410 | $112,881-42.9% | $90,951-29.2% | $158,922-59.5% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 15.49% | 215.79%-200.3pp | 134.60%-119.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,537 | $2,893-46.9% | $2,122-27.6% | $4,761-67.7% |
| Participant deferral / active EE | $3,321 | $4,128-19.5% | $3,373-1.5% | $5,982-44.5% |
| Admin fee / account holder | $633 | $8,041-92.1% | $5,959-89.4% | $11,246-94.4% |