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 | $42,002 | $72,400-42.0% | $67,502-37.8% | $145,922-71.2% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 13.53% | 7182.46%-7168.9pp | 3512.12%-3498.6pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,296 | $3,069+7.4% | $2,731+20.7% | $4,660-29.3% |
| Participant deferral / active EE | $2,285 | $4,783-52.2% | $4,000-42.9% | $6,688-65.8% |
| Admin fee / account holder | $23,665 | $5,539+327.3% | $3,998+492.0% | $13,397+76.6% |