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 | $66,165 | $49,227+34.4% | $70,449-6.1% | $79,858-17.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 9.07% | 30.06%-21.0pp | 109.03%-100.0pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,290 | $2,099-38.6% | $2,737-52.9% | $2,471-47.8% |
| Participant deferral / active EE | $4,223 | $2,768+52.6% | $3,709+13.9% | $3,740+12.9% |
| Admin fee / account holder | $3,482 | $2,878+21.0% | $3,845-9.4% | $5,306-34.4% |