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 | $45,844 | $90,348-49.3% | $75,972-39.7% | $145,922-68.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 12.69% | 620.88%-608.2pp | 359.55%-346.9pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,124 | $3,311-35.8% | $2,685-20.9% | $4,660-54.4% |
| Participant deferral / active EE | $7,758 | $5,162+50.3% | $4,255+82.3% | $6,688+16.0% |
| Admin fee / account holder | $3,930 | $8,467-53.6% | $6,467-39.2% | $13,397-70.7% |