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 8-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 | $55,114 | $111,754-50.7% | $103,333-46.7% | $145,922-62.2% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 16.61% | 24.77%-8.2pp | 24.88%-8.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,069 | $4,212-50.9% | $3,868-46.5% | $4,660-55.6% |
| Participant deferral / active EE | $7,184 | $5,619+27.9% | $5,057+42.1% | $6,688+7.4% |
| Admin fee / account holder | $5,356 | $9,750-45.1% | $8,355-35.9% | $13,397-60.0% |