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 4-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 | $47,433 | $74,888-36.7% | $71,209-33.4% | $142,382-66.7% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 19.80% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,981 | $2,854+4.4% | $2,721+9.5% | $4,299-30.7% |
| Participant deferral / active EE | $5,409 | $4,454+21.4% | $4,175+29.6% | $6,507-16.9% |
| Admin fee / account holder | $345 | $5,568-93.8% | $5,349-93.5% | $12,624-97.3% |