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 | $131,028 | $203,436-35.6% | $152,466-14.1% | $167,490-21.8% |
| Participation rate | 95.8% | 82.3%+13.5pp | 78.2%+17.6pp | 82.1%+13.7pp |
| Annual return | 12.91% | 13.80%-0.9pp | 757.33%-744.4pp | 478.56%-465.6pp |
| Employer contribution / active EE | $3,044 | $5,220-41.7% | $4,327-29.6% | $4,837-37.1% |
| Participant deferral / active EE | $6,234 | $6,716-7.2% | $5,820+7.1% | $6,341-1.7% |
| Admin fee / account holder | $1,073 | $22,506-95.2% | $15,805-93.2% | $12,309-91.3% |