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 9-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 | $53,328 | $107,452-50.4% | $91,541-41.7% | $142,382-62.5% |
| Participation rate | 91.7% | 75.1%+16.6pp | 69.8%+21.9pp | 80.1%+11.5pp |
| Annual return | 9.87% | 22.06%-12.2pp | 20.50%-10.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,288 | $2,994-23.6% | $2,505-8.7% | $4,299-46.8% |
| Participant deferral / active EE | $3,312 | $4,754-30.3% | $4,008-17.4% | $6,507-49.1% |
| Admin fee / account holder | $436 | $8,834-95.1% | $6,956-93.7% | $12,624-96.5% |