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 | $34,053 | $111,535-69.5% | $105,223-67.6% | $137,256-75.2% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 16.56% | 237.85%-221.3pp | 180.65%-164.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,146 | $3,939-20.1% | $3,689-14.7% | $4,156-24.3% |
| Participant deferral / active EE | $7,558 | $5,500+37.4% | $5,072+49.0% | $6,407+18.0% |
| Admin fee / account holder | $2,488 | $9,721-74.4% | $8,859-71.9% | $12,270-79.7% |