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 | $65,754 | $78,422-16.2% | $95,952-31.5% | $79,858-17.7% |
| Participation rate | 79.1% | 73.5%+5.6pp | 77.1%+2.0pp | 69.6%+9.4pp |
| Annual return | 28.55% | 19.37%+9.2pp | 91.61%-63.1pp | 31.71%-3.2pp |
| Employer contribution / active EE | $3,247 | $1,945+66.9% | $2,541+27.8% | $2,471+31.4% |
| Participant deferral / active EE | $6,605 | $3,440+92.0% | $4,167+58.5% | $3,740+76.6% |
| Admin fee / account holder | $741 | $5,622-86.8% | $6,795-89.1% | $5,306-86.0% |