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 | $43,469 | $152,587-71.5% | $125,175-65.3% | $152,861-71.6% |
| Participation rate | 93.8% | 83.3%+10.4pp | 79.8%+14.0pp | 82.4%+11.3pp |
| Annual return | 15.86% | 54.84%-39.0pp | 43.79%-27.9pp | 345.32%-329.5pp |
| Employer contribution / active EE | $3,015 | $4,946-39.1% | $3,865-22.0% | $4,762-36.7% |
| Participant deferral / active EE | $5,827 | $5,868-0.7% | $4,937+18.0% | $5,850-0.4% |
| Admin fee / account holder | $3,655 | $13,434-72.8% | $9,702-62.3% | $11,596-68.5% |