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 | $37,837 | $87,733-56.9% | $106,548-64.5% | $85,850-55.9% |
| Participation rate | 94.9% | 71.9%+22.9pp | 76.1%+18.7pp | 69.3%+25.6pp |
| Annual return | 12.04% | 21.86%-9.8pp | 26.80%-14.8pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,802 | $2,073-13.1% | $2,819-36.1% | $2,565-29.8% |
| Participant deferral / active EE | $4,653 | $3,469+34.1% | $4,398+5.8% | $3,952+17.7% |
| Admin fee / account holder | $729 | $6,767-89.2% | $7,407-90.2% | $6,260-88.4% |