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 7-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 | $40,545 | $117,841-65.6% | $102,423-60.4% | $145,922-72.2% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 14.77% | 31.65%-16.9pp | 29.32%-14.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $941 | $3,615-74.0% | $3,023-68.9% | $4,660-79.8% |
| Participant deferral / active EE | $4,650 | $5,731-18.9% | $5,053-8.0% | $6,688-30.5% |
| Admin fee / account holder | $27,344 | $13,326+105.2% | $9,451+189.3% | $13,397+104.1% |