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 | $15,610 | $95,416-83.6% | $185,823-91.6% | $85,850-81.8% |
| Participation rate | 96.9% | 68.8%+28.1pp | 81.7%+15.2pp | 69.3%+27.6pp |
| Annual return | 36.17% | 23.59%+12.6pp | 122.05%-85.9pp | 318.53%-282.4pp |
| Employer contribution / active EE | $1,153 | $3,314-65.2% | $5,167-77.7% | $2,565-55.0% |
| Participant deferral / active EE | $4,133 | $3,423+20.7% | $5,568-25.8% | $3,952+4.6% |
| Admin fee / account holder | $389 | $7,213-94.6% | $16,237-97.6% | $6,260-93.8% |