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 4-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 | $39,871 | $111,754-64.3% | $103,333-61.4% | $145,922-72.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 14.95% | 24.77%-9.8pp | 24.88%-9.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,649 | $4,212-13.4% | $3,868-5.7% | $4,660-21.7% |
| Participant deferral / active EE | $7,622 | $5,619+35.6% | $5,057+50.7% | $6,688+14.0% |
| Admin fee / account holder | $653 | $9,750-93.3% | $8,355-92.2% | $13,397-95.1% |