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 | $42,429 | $105,931-59.9% | $81,930-48.2% | $158,922-73.3% |
| Participation rate | 91.3% | 75.6%+15.7pp | 72.0%+19.3pp | 82.0%+9.3pp |
| Annual return | 15.52% | 38.17%-22.7pp | 29.49%-14.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,931 | $7,800-75.2% | $4,310-55.2% | $4,761-59.4% |
| Participant deferral / active EE | $3,592 | $13,003-72.4% | $7,107-49.5% | $5,982-39.9% |
| Admin fee / account holder | $633 | $8,489-92.5% | $5,158-87.7% | $11,246-94.4% |