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 6-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 | $37,031 | $95,561-61.2% | $77,163-52.0% | $139,434-73.4% |
| Participation rate | 83.3% | 73.9%+9.4pp | 69.6%+13.8pp | 80.3%+3.0pp |
| Annual return | 23.10% | 54.92%-31.8pp | 37.87%-14.8pp | 372.94%-349.8pp |
| Employer contribution / active EE | $3,743 | $3,147+18.9% | $2,535+47.6% | $4,751-21.2% |
| Participant deferral / active EE | $9,717 | $4,624+110.2% | $3,833+153.5% | $6,710+44.8% |
| Admin fee / account holder | $461 | $8,295-94.4% | $5,472-91.6% | $11,403-96.0% |