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 | $35,317 | $114,381-69.1% | $107,525-67.2% | $142,382-75.2% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 19.28% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,423 | $4,015-39.6% | $3,754-35.4% | $4,299-43.6% |
| Participant deferral / active EE | $4,001 | $5,564-28.1% | $5,116-21.8% | $6,507-38.5% |
| Admin fee / account holder | $11,161 | $9,860+13.2% | $8,919+25.1% | $12,624-11.6% |