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 | $39,445 | $65,041-39.4% | $90,951-56.6% | $79,858-50.6% |
| Participation rate | 73.9% | 61.6%+12.3pp | 69.0%+4.9pp | 69.6%+4.3pp |
| Annual return | 142.30% | 30.45%+111.9pp | 134.60%+7.7pp | 31.71%+110.6pp |
| Employer contribution / active EE | $3,927 | $1,247+214.9% | $2,122+85.1% | $2,471+58.9% |
| Participant deferral / active EE | $8,519 | $2,512+239.2% | $3,373+152.6% | $3,740+127.8% |
| Admin fee / account holder | $2,687 | $4,536-40.8% | $5,959-54.9% | $5,306-49.4% |