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 | $45,199 | $117,841-61.6% | $102,423-55.9% | $145,922-69.0% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 8.90% | 31.65%-22.7pp | 29.32%-20.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,579 | $3,615-56.3% | $3,023-47.8% | $4,660-66.1% |
| Participant deferral / active EE | $1,885 | $5,731-67.1% | $5,053-62.7% | $6,688-71.8% |
| Admin fee / account holder | $390 | $13,326-97.1% | $9,451-95.9% | $13,397-97.1% |