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 7-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 | $41,587 | $104,907-60.4% | $84,611-50.8% | $152,861-72.8% |
| Participation rate | 90.0% | 74.8%+15.2pp | 68.2%+21.8pp | 82.4%+7.6pp |
| Annual return | 15.60% | 373.79%-358.2pp | 258.74%-243.1pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,429 | $3,302-56.7% | $2,652-46.1% | $4,762-70.0% |
| Participant deferral / active EE | $1,475 | $4,688-68.5% | $3,899-62.2% | $5,850-74.8% |
| Admin fee / account holder | $419 | $6,241-93.3% | $4,912-91.5% | $11,596-96.4% |