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 | $69,513 | $117,841-41.0% | $102,423-32.1% | $145,922-52.4% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.5pp |
| Annual return | 15.46% | 31.65%-16.2pp | 29.32%-13.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,223 | $3,615-66.2% | $3,023-59.6% | $4,660-73.8% |
| Participant deferral / active EE | $4,712 | $5,731-17.8% | $5,053-6.7% | $6,688-29.5% |
| Admin fee / account holder | $569 | $13,326-95.7% | $9,451-94.0% | $13,397-95.8% |