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 | $41,917 | $217,402-80.7% | $185,823-77.4% | $167,490-75.0% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 19.75% | 148.36%-128.6pp | 122.05%-102.3pp | 478.56%-458.8pp |
| Employer contribution / active EE | $2,967 | $5,873-49.5% | $5,167-42.6% | $4,837-38.7% |
| Participant deferral / active EE | $5,628 | $6,356-11.5% | $5,568+1.1% | $6,341-11.2% |
| Admin fee / account holder | $2,029 | $19,811-89.8% | $16,237-87.5% | $12,309-83.5% |