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 | $89,833 | $111,754-19.6% | $103,333-13.1% | $145,922-38.4% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 12.94% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $6,621 | $4,212+57.2% | $3,868+71.2% | $4,660+42.1% |
| Participant deferral / active EE | $17,581 | $5,619+212.9% | $5,057+247.6% | $6,688+162.9% |
| Admin fee / account holder | $27,585 | $9,750+182.9% | $8,355+230.2% | $13,397+105.9% |