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 | $58,599 | $70,756-17.2% | $65,493-10.5% | $142,382-58.8% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 14.81% | 1754.89%-1740.1pp | 982.45%-967.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,434 | $2,881-15.5% | $2,574-5.4% | $4,299-43.4% |
| Participant deferral / active EE | $4,536 | $4,637-2.2% | $3,961+14.5% | $6,507-30.3% |
| Admin fee / account holder | $7,387 | $6,559+12.6% | $5,028+46.9% | $12,624-41.5% |