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 | $81,327 | $116,175-30.0% | $93,606-13.1% | $152,861-46.8% |
| Participation rate | 93.3% | 78.0%+15.3pp | 75.8%+17.5pp | 82.4%+10.9pp |
| Annual return | 20.41% | 35.96%-15.6pp | 32.76%-12.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $3,577 | $3,218+11.2% | $2,718+31.6% | $4,762-24.9% |
| Participant deferral / active EE | $11,650 | $4,603+153.1% | $4,069+186.3% | $5,850+99.1% |
| Admin fee / account holder | $1,485 | $10,748-86.2% | $7,888-81.2% | $11,596-87.2% |