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 | $47,586 | $104,974-54.7% | $95,585-50.2% | $142,382-66.6% |
| Participation rate | 82.6% | 75.0%+7.6pp | 72.1%+10.5pp | 80.1%+2.5pp |
| Annual return | 19.08% | 210.33%-191.2pp | 38.56%-19.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,629 | $2,779+30.6% | $2,527+43.6% | $4,299-15.6% |
| Participant deferral / active EE | $6,575 | $4,352+51.1% | $4,023+63.5% | $6,507+1.0% |
| Admin fee / account holder | $5,945 | $6,386-6.9% | $6,127-3.0% | $12,624-52.9% |