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 9-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 | $38,314 | $127,264-69.9% | $109,895-65.1% | $167,490-77.1% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.2%+18.6pp | 82.1%+10.8pp |
| Annual return | 18.75% | 22.97%-4.2pp | 29.45%-10.7pp | 478.56%-459.8pp |
| Employer contribution / active EE | $2,726 | $3,322-17.9% | $2,842-4.1% | $4,837-43.6% |
| Participant deferral / active EE | $5,209 | $4,514+15.4% | $4,048+28.7% | $6,341-17.9% |
| Admin fee / account holder | $3,455 | $7,114-51.4% | $6,066-43.0% | $12,309-71.9% |