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 | $41,431 | $124,281-66.7% | $109,143-62.0% | $167,490-75.3% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 15.04% | 26.04%-11.0pp | 25.75%-10.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $3,226 | $4,207-23.3% | $3,722-13.3% | $4,837-33.3% |
| Participant deferral / active EE | $7,756 | $5,255+47.6% | $4,653+66.7% | $6,341+22.3% |
| Admin fee / account holder | $337 | $7,970-95.8% | $6,752-95.0% | $12,309-97.3% |