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 | $43,341 | $112,881-61.6% | $90,951-52.3% | $158,922-72.7% |
| Participation rate | 95.2% | 74.7%+20.5pp | 69.0%+26.2pp | 82.0%+13.3pp |
| Annual return | 28.17% | 215.79%-187.6pp | 134.60%-106.4pp | 302.83%-274.7pp |
| Employer contribution / active EE | $7,470 | $2,893+158.2% | $2,122+252.0% | $4,761+56.9% |
| Participant deferral / active EE | $5,025 | $4,128+21.8% | $3,373+49.0% | $5,982-16.0% |
| Admin fee / account holder | $1,436 | $8,041-82.1% | $5,959-75.9% | $11,246-87.2% |