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 | $57,091 | $95,416-40.2% | $185,823-69.3% | $85,850-33.5% |
| Participation rate | 97.1% | 68.8%+28.3pp | 81.7%+15.4pp | 69.3%+27.7pp |
| Annual return | 15.80% | 23.59%-7.8pp | 122.05%-106.2pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,441 | $3,314+3.8% | $5,167-33.4% | $2,565+34.1% |
| Participant deferral / active EE | $4,285 | $3,423+25.2% | $5,568-23.0% | $3,952+8.4% |
| Admin fee / account holder | $389 | $7,213-94.6% | $16,237-97.6% | $6,260-93.8% |