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 | $40,907 | $97,744-58.1% | $103,476-60.5% | $145,922-72.0% |
| Participation rate | 83.3% | 81.1%+2.2pp | 80.5%+2.8pp | 80.3%+3.1pp |
| Annual return | 13.20% | 25.41%-12.2pp | 23.90%-10.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,405 | $4,677-70.0% | $4,672-69.9% | $4,660-69.8% |
| Participant deferral / active EE | $4,744 | $6,603-28.2% | $6,623-28.4% | $6,688-29.1% |
| Admin fee / account holder | $670 | $12,515-94.6% | $9,413-92.9% | $13,397-95.0% |