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 | $51,754 | $65,390-20.9% | $169,368-69.4% | $71,457-27.6% |
| Participation rate | 89.1% | 67.0%+22.2pp | 77.1%+12.0pp | 67.9%+21.2pp |
| Annual return | 19.55% | 21.31%-1.8pp | 405.60%-386.1pp | 28.85%-9.3pp |
| Employer contribution / active EE | $3,559 | $2,079+71.2% | $4,013-11.3% | $2,588+37.5% |
| Participant deferral / active EE | $8,364 | $4,367+91.5% | $6,221+34.4% | $4,289+95.0% |
| Admin fee / account holder | $7,616 | $1,324+475.1% | $9,003-15.4% | $1,587+379.8% |