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 6-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 | $38,107 | $72,071-47.1% | $68,368-44.3% | $137,256-72.2% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.0%+15.3pp |
| Annual return | 21.43% | 353.14%-331.7pp | 292.57%-271.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $8,118 | $2,788+191.2% | $2,649+206.5% | $4,156+95.3% |
| Participant deferral / active EE | $8,772 | $4,410+98.9% | $4,123+112.8% | $6,407+36.9% |
| Admin fee / account holder | $2,093 | $5,336-60.8% | $5,150-59.3% | $12,270-82.9% |