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 | $40,634 | $114,381-64.5% | $107,525-62.2% | $142,382-71.5% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 14.14% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,943 | $4,015-51.6% | $3,754-48.2% | $4,299-54.8% |
| Participant deferral / active EE | $4,866 | $5,564-12.5% | $5,116-4.9% | $6,507-25.2% |
| Admin fee / account holder | $1,518 | $9,860-84.6% | $8,919-83.0% | $12,624-88.0% |