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 | $54,194 | $70,756-23.4% | $65,493-17.3% | $142,382-61.9% |
| Participation rate | 95.8% | 77.4%+18.5pp | 73.1%+22.7pp | 80.1%+15.7pp |
| Annual return | 11.35% | 1754.89%-1743.5pp | 982.45%-971.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,823 | $2,881-36.7% | $2,574-29.2% | $4,299-57.6% |
| Participant deferral / active EE | $6,138 | $4,637+32.4% | $3,961+55.0% | $6,507-5.7% |
| Admin fee / account holder | $17,802 | $6,559+171.4% | $5,028+254.0% | $12,624+41.0% |