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 | $89,745 | $111,754-19.7% | $103,333-13.2% | $145,922-38.5% |
| Participation rate | 95.8% | 77.9%+17.9pp | 74.5%+21.3pp | 80.3%+15.6pp |
| Annual return | 10.80% | 24.77%-14.0pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $11,573 | $4,212+174.7% | $3,868+199.2% | $4,660+148.4% |
| Participant deferral / active EE | $2,622 | $5,619-53.3% | $5,057-48.2% | $6,688-60.8% |
| Admin fee / account holder | $20,057 | $9,750+105.7% | $8,355+140.1% | $13,397+49.7% |