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 7-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 | $71,991 | $117,983-39.0% | $101,794-29.3% | $142,382-49.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 40.66% | 36.92%+3.7pp | 30.53%+10.1pp | 217.08%-176.4pp |
| Employer contribution / active EE | $1,633 | $2,773-41.1% | $2,289-28.7% | $4,299-62.0% |
| Participant deferral / active EE | $1,633 | $4,714-65.4% | $4,084-60.0% | $6,507-74.9% |
| Admin fee / account holder | $38,687 | $10,433+270.8% | $8,777+340.8% | $12,624+206.5% |