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 | $79,257 | $89,753-11.7% | $107,525-26.3% | $84,808-6.5% |
| Participation rate | 79.7% | 68.1%+11.7pp | 75.1%+4.7pp | 68.3%+11.4pp |
| Annual return | 31.27% | 29.48%+1.8pp | 181.32%-150.0pp | 40.90%-9.6pp |
| Employer contribution / active EE | $2,828 | $3,113-9.2% | $3,754-24.7% | $2,631+7.5% |
| Participant deferral / active EE | $6,455 | $4,056+59.2% | $5,116+26.2% | $4,212+53.3% |
| Admin fee / account holder | $1,142 | $7,222-84.2% | $8,919-87.2% | $7,344-84.4% |