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 | $61,988 | $99,877-37.9% | $84,966-27.0% | $145,922-57.5% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 10.93% | 83.76%-72.8pp | 66.38%-55.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,052 | $3,231-5.6% | $2,727+11.9% | $4,660-34.5% |
| Participant deferral / active EE | $5,874 | $5,291+11.0% | $4,519+30.0% | $6,688-12.2% |
| Admin fee / account holder | $405 | $7,248-94.4% | $6,149-93.4% | $13,397-97.0% |