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 6-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 | $59,635 | $72,071-17.3% | $68,368-12.8% | $137,256-56.6% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 20.79% | 353.14%-332.4pp | 292.57%-271.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,133 | $2,788-23.5% | $2,649-19.5% | $4,156-48.7% |
| Participant deferral / active EE | $3,625 | $4,410-17.8% | $4,123-12.1% | $6,407-43.4% |
| Admin fee / account holder | $348 | $5,336-93.5% | $5,150-93.2% | $12,270-97.2% |