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 | $39,695 | $157,256-74.8% | $141,162-71.9% | $152,861-74.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.78% | 64.32%-43.5pp | 71.39%-50.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,567 | $5,261-70.2% | $4,735-66.9% | $4,762-67.1% |
| Participant deferral / active EE | $4,525 | $7,109-36.4% | $6,709-32.6% | $5,850-22.7% |
| Admin fee / account holder | $948 | $12,120-92.2% | $10,261-90.8% | $11,596-91.8% |