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 | $74,430 | $158,398-53.0% | $126,539-41.2% | $142,382-47.7% |
| Participation rate | 94.7% | 75.8%+18.9pp | 69.8%+24.9pp | 80.1%+14.6pp |
| Annual return | 18.82% | 593.76%-574.9pp | 425.95%-407.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,742 | $4,650-19.5% | $3,674+1.8% | $4,299-13.0% |
| Participant deferral / active EE | $7,227 | $4,767+51.6% | $4,083+77.0% | $6,507+11.1% |
| Admin fee / account holder | $5,747 | $6,918-16.9% | $6,065-5.2% | $12,624-54.5% |