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 4-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 | $29,977 | $111,814-73.2% | $93,654-68.0% | $145,959-79.5% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 18.20% | 203.30%-185.1pp | 133.34%-115.1pp | 561.95%-543.8pp |
| Employer contribution / active EE | $3,361 | $3,092+8.7% | $2,421+38.9% | $4,661-27.9% |
| Participant deferral / active EE | $5,568 | $4,914+13.3% | $4,413+26.2% | $6,689-16.8% |
| Admin fee / account holder | $479 | $10,246-95.3% | $8,282-94.2% | $13,398-96.4% |