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 9-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 | $91,721 | $99,079-7.4% | $77,999+17.6% | $273,961-66.5% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.5%+6.8pp | 83.0%-0.7pp |
| Annual return | 5.69% | 217.93%-212.2pp | 425.96%-420.3pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,232 | $3,308-62.8% | $2,470-50.1% | $4,869-74.7% |
| Participant deferral / active EE | $2,788 | $4,306-35.3% | $3,497-20.3% | $5,287-47.3% |
| Admin fee / account holder | $1,059 | $8,954-88.2% | $5,480-80.7% | $10,132-89.5% |