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 | $67,242 | $101,618-33.8% | $93,063-27.7% | $137,256-51.0% |
| Participation rate | 95.2% | 74.9%+20.3pp | 72.1%+23.1pp | 80.0%+15.3pp |
| Annual return | 17.87% | 223.95%-206.1pp | 34.15%-16.3pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,832 | $2,707-32.3% | $2,476-26.0% | $4,156-55.9% |
| Participant deferral / active EE | $4,348 | $4,279+1.6% | $3,958+9.8% | $6,407-32.1% |
| Admin fee / account holder | $790 | $6,198-87.3% | $6,033-86.9% | $12,270-93.6% |