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 | $86,339 | $102,317-15.6% | $146,958-41.2% | $80,856+6.8% |
| Participation rate | 80.6% | 75.8%+4.7pp | 82.2%-1.6pp | 67.6%+12.9pp |
| Annual return | 13.84% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $5,889 | $3,713+58.6% | $4,933+19.4% | $2,755+113.8% |
| Participant deferral / active EE | $7,973 | $6,644+20.0% | $8,070-1.2% | $4,296+85.6% |
| Admin fee / account holder | $4,681 | $7,941-41.1% | $12,998-64.0% | $6,918-32.3% |