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 | $37,713 | $107,334-64.9% | $92,893-59.4% | $152,861-75.3% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 21.00% | 145.58%-124.6pp | 109.41%-88.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,827 | $4,221-33.0% | $3,653-22.6% | $4,762-40.6% |
| Participant deferral / active EE | $5,646 | $4,845+16.5% | $4,236+33.3% | $5,850-3.5% |
| Admin fee / account holder | $20,419 | $7,079+188.4% | $5,794+252.4% | $11,596+76.1% |