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 | $63,026 | $111,724-43.6% | $93,606-32.7% | $145,922-56.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 13.44% | 202.98%-189.5pp | 133.20%-119.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,279 | $3,090-58.6% | $2,420-47.2% | $4,660-72.6% |
| Participant deferral / active EE | $1,947 | $4,912-60.4% | $4,411-55.9% | $6,688-70.9% |
| Admin fee / account holder | $507 | $10,250-95.1% | $8,285-93.9% | $13,397-96.2% |