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 | $59,539 | $111,814-46.8% | $93,654-36.4% | $145,959-59.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.22% | 203.30%-190.1pp | 133.34%-120.1pp | 561.95%-548.7pp |
| Employer contribution / active EE | $2,603 | $3,092-15.8% | $2,421+7.5% | $4,661-44.2% |
| Participant deferral / active EE | $3,719 | $4,914-24.3% | $4,413-15.7% | $6,689-44.4% |
| Admin fee / account holder | $418 | $10,246-95.9% | $8,282-95.0% | $13,398-96.9% |