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 | $71,828 | $107,934-33.5% | $91,989-21.9% | $152,861-53.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.32% | 89.24%-66.9pp | 69.02%-46.7pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,541 | $4,210-39.6% | $3,452-26.4% | $4,762-46.7% |
| Participant deferral / active EE | $6,532 | $6,364+2.6% | $5,923+10.3% | $5,850+11.7% |
| Admin fee / account holder | $759 | $10,520-92.8% | $7,743-90.2% | $11,596-93.5% |