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 | $83,557 | $114,381-26.9% | $107,525-22.3% | $142,382-41.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 17.17% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,737 | $4,015-56.7% | $3,754-53.7% | $4,299-59.6% |
| Participant deferral / active EE | $8,024 | $5,564+44.2% | $5,116+56.8% | $6,507+23.3% |
| Admin fee / account holder | $1,063 | $9,860-89.2% | $8,919-88.1% | $12,624-91.6% |