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 | $46,664 | $127,065-63.3% | $113,168-58.8% | $142,382-67.2% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 19.83% | 24.03%-4.2pp | 24.27%-4.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,287 | $3,442-33.6% | $2,975-23.1% | $4,299-46.8% |
| Participant deferral / active EE | $4,072 | $5,716-28.8% | $5,107-20.3% | $6,507-37.4% |
| Admin fee / account holder | $954 | $15,736-93.9% | $12,068-92.1% | $12,624-92.4% |