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 | $40,220 | $95,416-57.8% | $185,823-78.4% | $85,850-53.2% |
| Participation rate | 77.5% | 68.8%+8.7pp | 81.7%-4.2pp | 69.3%+8.2pp |
| Annual return | 16.52% | 23.59%-7.1pp | 122.05%-105.5pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,995 | $3,314-39.8% | $5,167-61.4% | $2,565-22.2% |
| Participant deferral / active EE | $5,040 | $3,423+47.2% | $5,568-9.5% | $3,952+27.5% |
| Admin fee / account holder | $577 | $7,213-92.0% | $16,237-96.4% | $6,260-90.8% |