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 | $58,349 | $165,335-64.7% | $149,696-61.0% | $158,922-63.3% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 15.42% | 348.15%-332.7pp | 276.60%-261.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,136 | $5,103-38.5% | $4,644-32.5% | $4,761-34.1% |
| Participant deferral / active EE | $6,209 | $7,181-13.5% | $6,842-9.2% | $5,982+3.8% |
| Admin fee / account holder | $5,562 | $10,807-48.5% | $9,309-40.3% | $11,246-50.5% |