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 9-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 | $46,281 | $150,187-69.2% | $120,354-61.5% | $145,922-68.3% |
| Participation rate | 91.3% | 78.8%+12.5pp | 71.9%+19.4pp | 80.3%+11.0pp |
| Annual return | 14.60% | 154.07%-139.5pp | 107.15%-92.5pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,011 | $4,348-53.7% | $3,463-41.9% | $4,660-56.8% |
| Participant deferral / active EE | $4,459 | $6,173-27.8% | $4,991-10.7% | $6,688-33.3% |
| Admin fee / account holder | $509 | $12,207-95.8% | $9,423-94.6% | $13,397-96.2% |