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 | $42,960 | $112,096-61.7% | $95,952-55.2% | $158,922-73.0% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 24.12% | 171.09%-147.0pp | 91.61%-67.5pp | 302.83%-278.7pp |
| Employer contribution / active EE | $2,503 | $3,198-21.7% | $2,541-1.5% | $4,761-47.4% |
| Participant deferral / active EE | $10,007 | $4,784+109.2% | $4,167+140.2% | $5,982+67.3% |
| Admin fee / account holder | $1,234 | $10,130-87.8% | $6,795-81.8% | $11,246-89.0% |