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 3-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 | $37,366 | $108,912-65.7% | $100,383-62.8% | $145,959-74.4% |
| Participation rate | 81.8% | 83.0%-1.1pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 15.63% | 57.96%-42.3pp | 49.26%-33.6pp | 561.95%-546.3pp |
| Employer contribution / active EE | $2,867 | $4,423-35.2% | $3,944-27.3% | $4,661-38.5% |
| Participant deferral / active EE | $9,471 | $8,451+12.1% | $8,086+17.1% | $6,689+41.6% |
| Admin fee / account holder | $559 | $9,690-94.2% | $7,900-92.9% | $13,398-95.8% |