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 | $43,303 | $110,809-60.9% | $86,874-50.2% | $167,490-74.1% |
| Participation rate | 77.8% | 75.8%+2.0pp | 71.6%+6.1pp | 82.1%-4.3pp |
| Annual return | 13.15% | 116.98%-103.8pp | 63.52%-50.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,766 | $3,244-14.7% | $2,495+10.8% | $4,837-42.8% |
| Participant deferral / active EE | $9,805 | $4,546+115.7% | $3,699+165.1% | $6,341+54.6% |
| Admin fee / account holder | $29,012 | $8,415+244.8% | $5,828+397.8% | $12,309+135.7% |