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 | $27,340 | $99,877-72.6% | $84,966-67.8% | $145,922-81.3% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.1pp | 80.3%-1.7pp |
| Annual return | 33.90% | 83.76%-49.9pp | 66.38%-32.5pp | 561.29%-527.4pp |
| Employer contribution / active EE | $6,391 | $3,231+97.8% | $2,727+134.3% | $4,660+37.2% |
| Participant deferral / active EE | $15,262 | $5,291+188.5% | $4,519+237.7% | $6,688+128.2% |
| Admin fee / account holder | $3,960 | $7,248-45.4% | $6,149-35.6% | $13,397-70.4% |